Thanks for stopping by to review Salesforce integration to your Marketing Automation solution.
Today’s topic for discussion is Salesforce Integration and how it works with Marketing Automation software.
This is an exciting topic that has helped many businesses and organizations get the most out of their sales and marketing departments.
But to get there, you have to link these two essential software types seamlessly.
So let’s dig in!
See how Salesforce Integration works below in our Constant Contact example.
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?
The size and types 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:
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 bidirectionally | Custom Opt-outs supported | Custom Field mapping | Scheduling & real-time integration
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!
Let's take a look Step-by-Step how to integrate Salesforce.
Use case below is for a Constant Contact subscriber, and the same process will apply to Mailchimp, Delivra, Klaviyo, Drip, and other marketing automation solutions supported.
SALESFORCE INTEGRATION ROLE PERMISSIONS:
- API Enabled permission to access any Salesforce API
- Object permissions for all needed
- Page layout assignments for all required by your role
- Record type assignments if using record types
- Campaign Members
- Campaign History
- Custom Fields
- External data source access
- The detail and edit pages
- Related lists
- List views
NOTE: For integration, make sure that "View All Data" is checked on the user's profile.
Profile > Administrative Permissions > View All Data
Step 1: Salesforce
- First, you need to create a Sync Profile, just another term for integration, which can also include 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 SyncNotes 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 SyncNotes if you are uncertain.
- 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 the account to validate your Sync Profile. Hover over SyncNotes to learn what Main List is all about. To check your Main List, you can go to your Constant Contact account and choose your preferred Main List. You can copy and paste it to the Main List text box.
Step 3: Sync Add-Ons
- After that, you can select some Add-Ons. The Sync Add-Ons screen allows you to choose the Add-Ons you want for each software you choose.
Step 4: Field Mapping
- Field mapping from your chosen software one and software two 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 or groups.
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 software 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 they are Synced
You’re all done!
If you get stuck and need help, please feel free to reach out to our support team 24/7.
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. SyncApps uses the default Email field in Salesforce for syncing email records between systems unless using a custom email field.
5. Go back to your Marketing Automation Solution to create and use an empty list to integrate into as the Main List mentioned in Step 2 of your integration process. SyncApps creates the list automatically if you are using Constant Contact, Delivra, and Act-On, among others. For Mailchimp, there is an option to create the Main Audience manually then input into Step 2 to make sure it is the list you want to integrate to for testing. 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 List in Constant Contact or Act-On and others or a Group in Mailchimp. The Main 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 and review this help center article in detail.
Let’s get started with the basic concepts:
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.
SyncApps does support custom Opt-Out fields if you need this feature, so please grab the Add-On for Custom Opt-Out from the Add-Ons tab in a trial or on a paid plan.
For Campaign Responses flowing back to Salesforce, there are two methods which can be synced:
- Individual statistics: synced to the 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 this feature for Campaign Response Type.
Step 4 Field Mapping
If you select to create an Activity in your SyncApps configuration, you need to make sure that each event such as Opening, Tapping will create a new Activity (Task) in Salesforce.
Note: Place Activity CazoomiID under Activity History on our Salesforce Layout and *Clicked URL.
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.
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 SyncApps automatically create fields.
In Lightning Salesforce:
Did we mention that we also support your Marketing Automation Drip Email Campaigns to help your Salesforce metrics and in various ways to meet your requirements? Well, we do!
Email metrics flow back to Salesforce based on your choice in Step 1 of your Sync Profile Setup.
- Campaign in Salesforce
- Activity in Salesforce
- Both Campaign & Activity
- Note + HTML Template
- Sync Marketing Metrics only
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?
Three layouts need to be edited 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 or Lead Page Layout: Add Clicks, Bounces, Forwards to the Campaign History related list (optional, but needed to see the metrics in Contact or Lead layout.)
Salesforce layouts check:
- Drag Campaign CazoomiID into the Email Campaign Page Layout
- Drag CampaignMember CazoomiID into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces
- 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.
- Campaign Response is synced every 24 hours. If needing Campaign metrics to sync back more frequently, then please enable this feature from the Scheduling Tab in your integration.
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.
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 required. So mainly, if you want to use Salesforce Campaigns as List in SyncApps and want to remove members automatically, this feature "Full Sync" 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 Marketing Automation Software you use today.
Need to Report on all SyncApps custom fields for Campaign Responses?
See how it’s done here!
Carefully follow all the above steps, and you’ll be up and running in no time.
Be sure to also check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours per year!
If you run into challenges, please don’t hesitate to drop us a line 24/7 & our Support Team will be glad to help you.