How Salesforce Integration works with your Marketing Automation

Welcome to Cazoomi.

Today’s topic for discussion is Salesforce Integration and how it works with Marketing Automation.

This is an interesting topic that has helped many businesses and organization getting the most out of their respective sales and marketing departments.

But to get there, you have to link these two extremely important functions seamlessly.

So let’s dig in!

See how Salesforce Integration works with your Marketing Automation below.

 

 

We’ve put together a clear guide that will help you through the entire set up process. We strongly believe that once everything is up and running, you’ll be in a better position to manage your customer databases and eventually achieve your goals.  

First things first, what are the packages that our Salesforce subscribers can access?

Free Plan 1:

  • We have a single integration for Leads, Contacts or Accounts scheduled every 24 hours.
  • If you require more features and functionalities on your free plan, we have Add-Ons to meet each of your needs at an affordable rate.

Professional plan:

  • You get to enjoy a 6-hour scheduling inclusive of all features for $49.99 per month.

Enterprise plan:

  • You get to enjoy real-time integration with your business plans for $99.99 per month and scheduled phone support.

 

Pricing

The size of your business will determine the plan that works best for you. Pricing will also be different depending on your chosen plan.  This is the pricing strategy for every plan.

Here are some of the platforms supported by our “Built on Salesforce” software:

  • PatronManager
  • Raiser’s Edge
  • Apto
  • Navatar
  • Propertybase
  • Non-profit Success Pack™ (NPSP)

 

What Do You Use SyncApps For? (Why SyncApps?)

This is what you will achieve with the Integration of Salesforce and Marketing Automation (using SyncApps):

  • Sync your Contacts, Leads, Person Accounts and Campaign Members to Act-On Software, Constant Contact, Delivra, ExactTarget or Salesforce Marketing Cloud, Mailchimp & VerticalResponse.
  • Integrate Accounts, Person Accounts, Contacts & Leads | Sync Campaign Metrics | Sync Lists, Groups, Segments | Add/Remove from Lists/Groups based on rules | Opt-outs synced | Custom Field mapping | Scheduling & real-time

You do not have to stress with the integration process. Reach out to our support team to ease up the process and customize it for you. Here is a quick overview of how one of our Salesforce partners implements the process.

Getting started with your 2-week trial!

Learn how to integrate Salesforce with Constant Contact 

Step 1: Salesforce

  • First, you need to create a Sync Profile. This will also create missing Add-Ons, Field Mapping and more.
  • Then enter your Profile Name. The Sync Profile Name is just a description for you to remember the Sync Profile that you created.
  • Next, enter Salesforce credentials. Grab your Salesforce credentials, and if you have questions, please hover over any Sync Note tooltip to get more information.
  • Next, enter your Salesforce Security Token. To find your Security Token, go to your Salesforce account, then Settings and find “Reset My Security Token” on the left side. Press the “Reset Security Token” button. The security token will be sent to your inbox.
  • Then, copy the token and paste it into the Security Token text box. You can hover over sync notes if you get confused.
  • Next, select Object Type to sync. If you’re satisfied with your settings, you can proceed to Step 2.

Step 2: Constant Contact

  • Enter Constant Contact credentials. Connecting to Constant Contact is super simple. Press the button to log in to account to validate your Sync Profile. Hover over sync notes to learn what Master List is all about. To check your Master List, you can go to your Constant Contact account and choose your preferred Master List. You can copy and paste it to the Master List text box.

Step 3: Sync Add-Ons

  • After that, you can select some Add-Ons. The Sync Add-Ons screen allows you to select the Add-Ons you want for each app you select.

Step 4: Field Mapping

  • Field mapping from your chosen app 1 and app 2 allows you to update existing records or new records with ease.

Step 5: Filtering and Segmentation

  • Filtering takes CRM records, filters them based on specified criteria and syncs your records into your target application.
  • Segmentation sync records from each defined segment into separate lists.

Step 6: Sync Scheduling

  • Sync Scheduling can be set up on paid plans.
  • Sync on Demand is available on all trials to allow quick testing of your apps’ integration.

Sync Profile Page

  • Press the Sync Now button from the Sync Profile screen to sync your data immediately.
  • Wait until the Sync Process is complete.
  • After that, you can view Sync Summary in Sync Logs.
  • Visit your Salesforce Contacts to see if it is Synced to Constant Contact

You’re all done!

If you get stuck and you need help, please feel free to reach out to our support team. Email us at support@cazoomi.com.

Once you set-up your Sync Profile, these are the next steps.

 

Best Testing Practices for Your 2-Week Free Trial

1. Ensure that you have created 2 Sync Profiles if you are using both Leads and Contacts. Select Accounts as the object type if you are using Salesforce Accounts.

2. Create one Salesforce Campaign for testing purposes. You can use our Filter and Segmentation feature in tandem with each Salesforce Campaign. Please note to have test records in it

3. Head to the SyncApps and select your test Salesforce Campaign. If you chose to use Filters, select the specific records from the precise Salesforce Campaign. Please review this link if you want to add Salesforce Person Accounts.

4. Ensure that the “Email Opt-Out” field is visible on the Salesforce Account, Contact or Lead Page Layout. It facilitates easy testing of unsubscribes from your Marketing Automation Solution or CRM through frequent manual inspection.

5. Go back to your Marketing Automation Solution to create and use an empty list to integrate to as the Master List mentioned in Step 2 of your integration process. SyncApps creates the list automatically if you are using Constant Contact and Act-On among others. The Mailchimp option is best if you want to create the list manually. This list will be used for the integration of all your Contacts in your Marketing Automation Solution. Press next until you get to the ‘Finish’ option.

6. Press “Sync Now” on your Sync Profile page.

7. Head back over to check your Marketing Automation Solution Lists for the 1 Salesforce Campaign synced from Salesforce which creates its own List in Constant Contact or Act-On and others or a Group in Mailchimp.  The Master List will now contain the records you placed into the Salesforce Test Campaign or those records from the Filter you are testing against the Salesforce Test Campaign.

Note: Sync on Demand is available in the Free Trial with Scheduling available on paid plans. Sync is unlimited records, Opt-outs, and Campaign(s) per Free Trial period.

Once completed, you can now remove the settings for testing and keep the features you need like Campaigns, Marketing Lists or Filtering.

 

Salesforce Supported Editions

The ability to subscribe to Salesforce SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Performance, Unlimited and Developer editions. Check out the Salesforce Lightning editions supported.

Please note that due to restrictions on Salesforce Professional Edition, the ability to look-up Salesforce information and post back from applications requires adding API access to your Professional Edition organization. It will attract an additional cost to the Professional Edition.

 

Getting Started/Basic Concepts

Sign up for a SyncApps Account https://syncapps.cazoomi.com/signup and review How it Works.

Check out this demo while you're at it as well.

Let’s get started with the basic concepts:

Opt-Out Field:

The "HasOptedOutEmail" must be accessible by API and placed on each Salesforce Layout.  You also need to make sure that the HasOptedOutEmail is visible and editable in both Contact & Lead layouts.

Campaigns:

Salesforce_to_Constant_Contact_Marketing_Metrics.png

For Campaign Responses flowing back to Salesforce there are two methods which can be synced:

  • Individual statistics: synced to Campaign Member Object. Custom fields for Sends, Opens, Clicks are auto-created by SyncApps. Fields need to be placed on the Campaign Member layout, so they are accessible by the Salesforce API.
  • Summary statistics: synced to Campaign Object. Custom fields for total Sends, total Opens, and others need to be created manually in Salesforce. They also need to be mapped in each Sync Profile. All newly created fields to be mapped in Step 4 of your Sync Profile under the Campaign tab need to be placed into the Salesforce Campaign layout.  Please enable Create Salesforce Campaign Only feature for Campaign Response Type. 

SyncApps:

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Salesforce: 

Test_Campagin___Aug_26_Round_2___Salesforce.png

 

Activities:

If you select to create an Activity in your SyncApps configuration, you need to make sure that each event such as Opening, Clicking will create a new Activity (Task) in Salesforce.

 

Activity_layout_in_SF.png

 

Note: Place Activity CazoomiID under Activity History on our Salesforce Layout and *Clicked URL.

 

Edit_Page_Layout__Task_Layout___Salesforce___Developer_Edition.png

https___syncapps_cazoomi_com_sync_profile_edit_profileId_999006878_step_config_mapping_wizardId_c2585496_af7f_4e56_8f55_08c5bcfcbcd71517196118914__1_.png

 

Campaign Members custom fields are created when "Sync Campaign Responses" in Step 1 of any Sync Profile is selected, and the "Next" or "Save" buttons are pressed or clicked in a Sync Profile configuration.

 

https___syncapps_cazoomi_com_sync_profile_edit_profileId_999006878_wizardId_c2585496_af7f_4e56_8f55_08c5bcfcbcd71517196118914_step_config_salesforce.png

 

Getting Started - Campaign Layout Fields

Once you have created a Sync Profile (see above) from your dashboard and are on Step 1 selecting "Sync Campaign Response," check your Salesforce layouts to make sure all the fields created by SyncApps are dragged into the layouts for your Salesforce organization before continuing to Step 2.

 

 

Sync Campaign Responses feature is required in Step 1 of your Sync Profile setup before fields are automatically created by SyncApps.

In Lightning Salesforce:

 

Clint_Wilson___Salesforce.png

 

Did we mention that we also support your Marketing Automation Email Campaigns to help your Salesforce metrics and in various ways in order to meet your requirement? Well, we do!

Email metrics flow back to Salesforce based on your choice in Step 1 of your Sync Profile Setup.

 

Sync Modes or Types:

    1. Campaign in Salesforce
    2. Activity in Salesforce
    3. Both Campaign & Activity
    4. Note + HTML Template
    5. Create Salesforce Campaign Only (No Campaign Member)

 

Campaign_modes_or_types.png

Please also be sure to place the Activity fields created by SyncApps on your Contact or Lead layouts.

*Using Accounts Object (Person accounts) and need to see Campaign Metrics?

See here...

Basically, there are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:

  • Campaign Page Layout: Add Campaign CazoomiID (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Campaign Member Page Layout: Add Campaign CazoomiID, Clicks, Bounces, Forwards, etc. (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Contact/Lead Page Layout: Add Clicks, Bounces, Forwards to the Campaign History related list (optional, but needed in order to see the metrics in Contact or Lead layout.)

 

Salesforce layouts check:

  • Drag Campaign CazoomiID into the Email Campaign Page Layout

 

Edit_Page_Layout__Campaign_Layout___Salesforce___Developer_Edition___Salesforce.png

  • Drag CampaignMember CazoomiID into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces

 

Edit_Page_Layout__Campaign_Member_Page_Layout___Salesforce___Developer_Edition___Salesforce.png

  • The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" in the email into Salesforce from your Marketing Automation solution upon each scheduled daily sync
  • Campaign Response is synced every 24 hours. Need real-time marketing metrics sync? Upgrade to Enterprise today from your Dashboard! 

campaign_layout_setup.png

metrics.png

SyncNotes:

For Salesforce Campaign Member Status we always sync with the latest status, one of the following:

  • Clicked:  If the recipient clicked 
  • Opened: If the recipient opened
  • Bounced: Email Bounced
  • Unsubscribed: opted out an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

Email_Campaign__Test_Campaign_Activity___Salesforce_-_Developer_Edition.png

Note: Mailchimp API does not have an efficient way to update for "Sent" in the Campaign Member Status for Automation Campaigns (not regular Email Campaigns) as Mailchimp does not give timestamp when the actual sending is done.  This status can sometimes not always be 100% correct. 

Individual Contact Record: 

If you need to use Salesforce Campaigns only then the Full Sync Add-On is needed. But if you just want to use Salesforce Campaigns as List in SyncApps and want to automatically remove members, this will manage automatic Contact, and Lead record removal features for Campaign members to Email Marketing Lists and Groups on each Full Sync schedule.

This means that anytime a record is added to or removed from a synced Salesforce Campaign, created by SyncApps, it will always be in sync with the Act-On Software, Constant Contact, Delivra, ExactTarget (Salesforce Marketing Cloud), Mailchimp & VerticalResponse Lists/Groups/Categories/Segments.

Need to Report on all SyncApps custom fields for Campaign Responses?  

See how it’s done here! 

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Carefully follow all the above steps, and you’ll be up and running in no time. If you run into challenges, please don’t hesitate to ask us any question(s). Just drop us a line & our CRM team will be glad to help you.

 

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