How can I integrate with Salesforce?

The basics
Salesforce integration for our email marketing system is available for users of Salesforce Professional, Enterprise, Unlimited, and Developer. It usually is not available for Group level users. It may be available for users of their nonprofit/charity edition. Users must have a Professional or Enterprise account to use the integration.

You'll need a Salesforce username/password and also a security token. Go to My Account and click to Amend your Salesforce settings.

 salesforce-1.png

We will then validate these settings to ensure that you aren't entering the wrong details.

 salesforce-2.png

Next time you go to import contacts into your address books, you will be given an option to Import from Salesforce.

 salesforce-3.png

Clicking on this takes you to the settings for the import. You can import either leads or contacts from Salesforce. Accounts, Opportunity contacts etc are currently not supported.

 salesforce-4.png

If you click on the dropdown you can select the address book you would like to import the contacts into.

 salesforce-5.png

Once you've clicked on import you will be taken to the standard datafield mapping screen. The only difference being that you can choose how often you bring in the contacts from Salesforce into the email marketing system.

 salesforce-6.png

You can also specify that suppressions are synchronized between Salesforce and our system.

Finally, once a campaign has been sent, you can push the activities back into Salesforce via a button on the reporting page. This will create an activity record in Salesforce against each contact that was sent to, including the personalized campaign version that they received, and a summary of whether they clicked, opened, etc.

 salesforce-7.png

 salesforce-8.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.