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Emma for Salesforce Installation Service

 

Emma for Salesforce is available only to Emma Plus & Enterprise Customers and requires installation service by our integration experts. To request installation, fill out our service form.

 

 

Once you've filled out our service form to get the ball rolling on Emma for Salesforce installation, we'll arrange all the details with you and schedule a time to connect for setting the integration up together.

In advance of us connecting live, there are a few steps you'll need to complete first, outlined with instructions below.

Before installing the Emma for Salesforce package

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.

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

Note: Downloading Emma for Salesforce from the AppExchange and installing the package does not activate a sync between your Emma account and Salesforce org. Once this has been installed, our integration experts will complete the setup and activate the sync per our required installation service.

Grant login access

If "setup" is an option under your name/personal drop down menu in Salesforce:

  1. Click into the Setup sub-menu from your personal dropdown menu at the top-right corner of your screen.
  2. In the menu to the left of your screen, click My Personal Information > Grant Login Access.
  3. Select "1 month"

If "setup" is an option beside your name/personal drop down menu in Salesforce:

  1. Click into “My Settings" from your personal dropdown menu at the top-right corner of your screen.
  2. In the menu to the left of your screen, click Personal > Grant Account Login Access.
  3. Select "1 month"
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