Manage how Campaign Monitor uses Salesforce storage.
Email tracking data will not be synced with Salesforce on our free plan.
Like any app that creates records, Campaign Monitor for Salesforce uses some of your record storage capacity. Each Salesforce record takes approximately 2KB, so if you have 10,000 active subscribers, syncing the subscribers alone will take up approximately 20MB of space.
You have three options for managing storage
Limit Campaign Monitor email tracking data being stored in Salesforce.
Prevent subscriber list member records being created in Salesforce.
Purchase additional storage from Salesforce. See: Additional storage.
Limit email tracking data
One way to free up storage space is to limit the amount of email tracking data that is synced between accounts. To do so:
- In Salesforce, click the app drop-down at the top right, then select Campaign Monitor admin.
- Click the General settings tab, then the Sync settings option.
- On the Email tracking history section you'll see how much space Campaign Monitor for Salesforce is using via the bar at the very bottom.
- To turn off tracking data completely change Email history (Days to Keep) to 0.
- You can also be selective on the types of imports i.e. Sent, Opened, Clicked, etc.... via the dual pick-list. Both this option and point 4 above can be used independently or together i.e. only sent transactions for the last 100 days.
Your data is still safe and you'll still be able to see all the tracking statistics in Campaign Monitor and you can always change the integration settings to bring more data back into Salesforce.
Prevent member sync
You can further limit the data imported from Campaign Monitor by stopping subscriber list membership records being created. These records show what contact or lead records are linked to subscriber lists in Salesforce. This is set per subscriber list in Salesforce using the prevent member sync option. This setting is optional when creating or editing a subscriber list in Salesforce.
With Prevent member sync turned on, the following data will be imported into Salesforce, which you can find under the Subscriber lists tab:
The list name.
The client name the list is associated with, if you have multiple clients synced.
The list type: single or confirmed opt-in.
The unsubscribe setting for the list.
Basic statistics for the list.
The following data will not be imported:
Subscriber email addresses.
When a list has prevent member sync turned on, contacts and leads in Salesforce won't be identified as belonging to that list.
Based on how you have set things up above data will flow from Campaign Monitor into Salesforce. You can then build Salesforce reports or dashboards based on our custom objects - email tracking history and subscriber list membership. Our package includes sample report types, reports and dashboards.