SalesForce
BASIC Salesforce integration (DEPRECIATED)
We offer a free basic Salesforce Integration with limited support. Please note, this integration is no longer being updated and has limited and basic support. This basic integration may not be compatible with future updates/upgrades to OM. Please ...
Deleting previously synchronized campaigns
Administrator permissions are required to remove Email Campaign tracking data from the Email Campaigns and the Contacts/Leads. Each data record in Salesforce is a minimum of 2k. This can mean that previously synchronized complete/old email campaigns ...
Upgrade: Package version 2.38
Summary These are the OpenMoves for Salesforce release notes, with the latest release at the top and descending in historical order. Package upgrade installation Administrative users are alerted to an available upgrade by a panel appearing in the ...
OpenMoves for Salesforce - 'Leads' and 'Contacts'
Summary The Leads page layouts are usually similar to the Contacts details, so the Contacts tab section is outlined below. Note: As Leads and Contacts have separate data fields in Salesforce, the field mappings used to populate data fields in linked ...
OpenMoves for Salesforce - Email Campaigns
The Email Campaigns tab displays the list of Email Campaigns available to the current user along with a variety of status information about each campaign. All Email Campaigns are created using Email Studio or directly in the Marketing Automation ...
OpenMoves for Salesforce - Salesforce campaigns
Summary The standard Salesforce Campaigns tab is unaltered, however the page layout for an individual Campaign has an additional button (Link to Address Book) and two additional related lists. (Email Address Books and Email Campaign to Campaign ...
OpenMoves for Salesforce - Configuration
Summary The 'Configuration' tab can be used for the update, account linking and configuration of the connector. The tab is usually restricted to administrator users and may not be visible to the majority of users. If and when there's a system ...
OpenMoves for Salesforce - Introduction
Summary The OpenMoves for Salesforce articles provide help with sending and analyzing marketing automation campaigns using the OpenMoves for Salesforce connector. They will explain the content of the Marketing Automation screens in Salesforce and ...