Overview

This article explains why deleted contacts might reappear in the Influitive Hub's Invite list and provides a step-by-step guide on how to prevent this from happening by adjusting Salesforce integration settings.

Information

Understand the reasons behind the re-addition of deleted contacts to the Invited List in the Influitive Hub and learn how to remedy the situation using Salesforce integration tools.

• Understanding the Issue
• Steps to Remedy

Understanding the Issue

If you notice that contacts you've previously deleted are reappearing as not joined contacts in your Hub's Invite list, it could be due to the Salesforce Automatic Customer Data Import feature. This feature runs nightly and will create a new contact record in the Influitive Hub's Invite list if:

1. There are no existing contact records with the same email address in the Hub, and
2. The contacts qualify for the SOQL Import query set in the import tool. An example of a commonly used SOQL query is:

AdvocateHub__Date_Added_To_AdvocateHub__c != null
AdvocateHub__Date_Joined_AdvocateHub__c != null

Note that they will be re-added as fresh, Not Joined, Not Invited contact records, with Source = Salesforce. Since they were previously deleted, all of their historical records (points, activities, rewards, discussions) will disappear.

Steps to Remedy

To prevent deleted contacts from being re-added, you can take the following actions:

1. Remove or delete the Date Added to AdvocateHub or Date Joined to AdvocateHub values in Salesforce.
2. Change the SOQL query in the Hub to a more conservative one, avoiding the use of the Date Added and Date Joined to AdvocateHub query.

Remove Salesforce Field Values

Removing these values will disqualify users from being re-imported. These fields are automatically populated via the Salesforce AppExchange Package when a user is created and joins the Hub. Currently, there is no automatic removal of these values when a user is deleted from the Hub.

1. Identify and export the list of users to delete in the Hub.
2. Your Salesforce administrator can bulk remove the Date Added to AdvocateHub and/or Date Joined AdvocateHub field values.
3. After removal, you can proceed to delete the contact records in the Hub.

Changing the SOQL Query in Your Salesforce Integration

1. Work with your Salesforce Administrator to create a new SOQL query that identifies the desired Salesforce users for import.
2. Enter this query in the Salesforce Integrations page within the Hub's admin view.
3. Go to Settings, select the Automatic Customer Data Import tool, and paste the SOQL query.
4. Click Save.

For additional questions, contact Influitive Support at support@influitive.com.

FAQ

Why do deleted contacts reappear in the Influitive Hub's Invite list?

Deleted contacts may reappear due to the Salesforce Automatic Customer Data Import feature, which runs nightly and adds new contact records based on a set SOQL query.

How can I prevent deleted contacts from being re-added to the Invite list?

You can prevent this by either removing specific field values in Salesforce or changing the SOQL query used for the data import to avoid re-importing deleted contacts.