Simple Email Marketing
Home > Resource Center > Guide to Integrations > Emma for Salesforce Installation Guide

Emma for Salesforce Installation Guide

 

Emma for Salesforce is available only to Emma Plus & Enterprise Customers.

 

Before installing Emma for Salesforce

Understand your custom Validation Rules: Custom validation rules can be activated to make certain Salesforce fields “required” when creating new records. These validation rules are common for fields like Company Name and Phone Number and can sometimes be created automatically by other Salesforce applications. However, the only field required by Emma when creating new contact records is Email. Because of this, custom validation rules can lead to incomplete audience syncing and can sometimes stall the sync between services altogether. The important thing here is to understand what you’re requiring in order to create a new record so that you can set Default Values for these fields during the Emma for Salesforce Setup.

 

(Optional) Disable workflow rules for new Leads: Emma for Salesforce will automatically create new Salesforce lead records for Emma contacts who do not already have a corresponding record in Salesforce. If you have active Salesforce workflow rules in place for new leads (for example, email alerts to Lead Owners), you may wish to temporarily disable these workflows before initiating the sync process so that these rules, alerts, emails, etc. are not in place for new leads created by the integration.

Installing Emma for Salesforce

PART 1: Install the package to your Salesforce account

  1. Log into Salesforce.com and head to Emma's listing in the AppExchange.
  2. Click Get It Now, choose to Install in production or Install in sandbox.
  3. Select the Install for All Users option.
  4. Click Install.
  5. In the window that appears, check "Yes, grant access to these third-party sites".
  6. Click Continue.
  7. If you see a message saying “This app is taking a long time to install.”, click Done. You’ll be directed back to your Salesforce org. You’ll know the install is complete when Emma Email Marketing is listed as an option in your Salesforce App menu. You should also receive an email when the install is complete.

 

Back to top

PART 2: Update page layout in Leads

From here, you'll update the Salesforce page layouts in Leads to display important details from member records in your Emma account.

  1. Click the Leads tab from the menu along the top of your account.

  2. Click the name of a lead to open a Salesforce record and make changes.

  3. Click Edit Layout in the top right corner of the page.

  4. A menu of fields will appear up top. Drag the fields Email Opt Out and Error into the Lead Information section below. We recommend placing them just below the Email field so these details stay together.

    These fields will now be part of every Lead record.

  5. Click the Related Lists option in the menu up top to see a separate set of options.
    Drag Emma Groups and Emma Response Activity down so they appear as a list in the section below.

  6. Now that those lists are in place, click the wrench icon at the top of the Emma Groups list.

  7. Change the details in the Related List Properties - Emma Groups modal to match the screenshot below and click OK.

  8. Click the wrench icon at the top of the Emma Response Activity list.

  9. Change the details in the Related List Properties - Emma Emails modal to match the screenshot below and click OK.

  10. Click Save up top to apply all of these changes.

  11. If you're prompted with an "Overwrite Users' Related List Customizations?" message, click Yes to overwrite users' list customizations to display these fields.

 

Back to top

PART 3: Update page layout in Contacts

You've completed your layout changes in Leads, and now you need to complete the same steps for Contacts.

  1. Click the Contact tab from the menu along the top of your account.

  2. Click the name of a contact to open a Salesforce record and make changes.

  3. Click Edit Layout in the top right corner.

  4. A menu of fields will appear along the top. Drag the fields Email Opt OutandError into the Contact Information section below. We recommend placing them just below the Email field so these details stay together.

  5. These fields will now be part of every Contact record.

  6. Click the Related Lists option in the menu along the top to see a separate set of options.

    Drag Emma Groups and Emma Response Activity down so they appear as a list in the section below.

  7. Now that those lists are in place, click the wrench icon at the top of the Emma Groups list.

  8. Change the details in the Related List Properties - Emma Groups modal to match the screenshot below and click OK.

  9. Click the wrench icon at the top of the Emma Response Activity list.

  10. Change the details in the Related List Properties - Emma Emails modal to match the screenshot below, and click OK.

  11. Click Save up top to apply all of these changes.

  12. If you're prompted with "Overwrite Users' Related List Customizations?" message, click Yes.

 

Back to top

PART 4: Assign Emma permissions to appropriate users

There are two permission sets that come with the Emma for Salesforce package which must be applied to users of the integration to allow them to use with full functionality.

1. Navigate to the Setup section of your Salesforce org.
2. From the menu on the left, expand the Manage Users menu and select Permission Sets.
3. Click on the Emma Email Marketing permission set label.
4. Click the manage assignments button towards the top of the page.
5. Click the add assignments button.
6. Check the box to the left of all users with a Salesforce license type (and do not check users with other license types. such as Chatter External or Force.com App Subscription license types), and then click the assign button.
7. Navigate back to the Permission Sets option in the left menu.
8. Click the Emma Setup Admin permission set label, and repeat steps 4-6 to apply this additional permission set only to system admin users.

 

Back to top

PART 5: Make "Email Opt Out" and "Error?" fields Read-Only in Leads

In order to maintain the integrity of a Lead's opt out status and keep data synced, the Email Opt Out and Error? fields in Salesforce must be changed to "read-only."

  1. Choose Setup from the dropdown menu next to your name at the top of your account.

  2. From the menu on the left, under Administration Setup > Security Controls, select Field Accessibility.

  3. Select Lead from the list that appears to the right.

  4. Select View by Fields from the Choose your view menu.

  5. From the dropdown menu, choose Email Opt Out.

  6. Select the first clickable listing in the Field Accessibility table.

  7. Check the "Read-Only" checkbox under Field-Level Security and Page Layout and click Save.

  8. Repeat steps 6 and 7 for each profile on the list.

  9. Repeat the above steps for the Error? field in Leads.

 

Back to top

PART 6: Make "Email Opt Out" and "Error?" fields Read-Only in Contacts

You've completed your field accessibility changes in Leads, and now you need to complete the same steps for Contacts.

  1. Choose Setup from the dropdown menu next to your name at the top of your account.

  2. From the menu on the left, under Administration Setup > Security Controls, select Field Accessibility.

  3. Select Contact from the list that appears to the right.

  4. Select View by Fields from the Choose your view menu.

  5. From the dropdown menu, choose Email Opt Out.

  6. Select the first clickable listing in the Field Accessibility table.

  7. Check the "Read-Only" checkbox under Field-Level Security and Page Layout and click Save.

  8. Repeat steps 6 and 7 for each profile on the list.

  9. Repeat the above steps for the Error? field

PART 7: Configure your Emma for Salesforce app

Next, we'll move on to configuration. This part of the integration setup must be completed by a system admin within your Salesforce org.

  1. Click the Emma Setup tab from the menu along the top of your account.

  2. Click Start Setup on the Emma Setup tab.

  3. You've now started the configuration. There are three steps in this section:

STEP 1: Account Verification

  • Enter your Public API Key, Private API key and Account ID, which are stored in the Settings & Billing page of your Emma account, and click Verify. Note: if you're an owner of an enterprise account, you can find the API keys for your sub-accounts by clicking Menu at the top right, selecting Accounts, and then viewing the account settings for whichever sub-account you need).

  • Click the Connect to Salesforce button and enter your Emma credentials (if you’re not already logged into Emma). If you are an Emma Enterprise account owner, these need to be the client access credentials for the sub-account you’re syncing to the Salesforce org.

  • Click Next Step: Field Mappings

STEP 2: Map your Member Fields

  • Here, you'll match the fields in your Emma account to the fields in your Salesforce Leads and Contacts. Click here to see a table detailing which field types in Emma map to which field types in Salesforce.

  • If you want to use custom objects instead of the standard Lead and Contact object, click here for a more in depth look at the Advanced Settings tab and what you can do there

  • If you require values in certain fields in order to add new leads, click Set Default Values at the top of the mapping grid.

  • Click Add New Default Field Value.

  • Select the field you’d like to add, and choose the value you’d like to insert when no value is provided for that field.

  • Click Close.

  • When you've finished mapping (at least one field must be synced between Emma and Salesforce for the Emma setup process to successfully complete), click Next Step: Sync Options.

STEP 3: Sync options

Adjust these settings to your choosing, and click Complete Setup.

 

You decide:

  • Which data should take priority for the initial sync: Choose between the member details in your Emma account and the member details in your Salesforce account

  • Who the default record owner is in Salesforce

  • Whether you want to create Salesforce Tasks for Emma email interactions

  • A schedule to Auto Refresh your groups. If your groups in Salesforce are based on a Salesforce report, Emma for Salesforce can update those reports and groups daily in order to keep your group memberships up to date. You must pick a time and click the "Create Schedule" button for this functionality to be available.

  • Which Groups to sync

    •  In this section, you can turn off the use of the Emma Action Table. This means that we will only record aggregate numbers for mailings instead of creating individual actions for each person on your list. For instance, we would record the number of opens for a mailing, but turning this off would mean that we would record who did the opening.

    • You can also set up a schedule for data purging here. If you're not likely to use mailing data older than 90 days, for instance, you can delete all mailing activity older than 90 days. This is designed to help you manage the amount of storage the application uses over time.

Note: This sync may take a while, depending on how much data you're syncing.You can check back at any time by clicking the Emma Setup tab and then clicking the link that says View Sync Status.

 

Back to top

 

Congratulations! Your Emma for Salesforce installation is complete.

Back to top

You can follow Emma Community's Salesforce category to hear how others are using this integration and find troubleshooting tips.

 

 

You must to post a comment.
Last modified
11:40, 11 Oct 2017

Tags

Classifications

This page has no classifications.