Dotdigital

Gareth Burroughes

Laura Russell

Bartlomiej Rekosiewicz

Salesforce

Use this checklist to configure your Salesforce CRM integration and ensure that you’re set up for success.

Salesforce integration checklist

Start here

Use the QuickLink code to install the Dotdigital Marketing for Salesforce package.

Download and install the Dotdigital Marketing for Salesforce package

Add the required custom elements for the Marketing connector to your Salesforce pages.

Customise page layouts in Salesforce

Submit your credentials and consent to link your Salesforce account to your Marketing account for automatic sign-in.

Access Marketing as a Salesforce user

Learn how and where to manage configuration settings in Salesforce.

Configuration settings in Salesforce

Configure settings for your Marketing accounts linked to Salesforce, including managing users and account options.

Configure account settings for linked Marketing accounts in Salesforce

Learn how to map Salesforce fields to Marketing contact data fields and configure synchronization settings.

Map Salesforce fields and configure synchronisation

Learn how to audit the synchronisation processes and unlink Marketing accounts from Salesforce.

Audit synchronisation and unlink Marketing accounts in Salesforce

Setup

Keep your contact lists up to date by synchronising your Salesforce and Marketing accounts.

Synchronise contacts or leads from Salesforce to Marketing

Synchronise any new leads captured in Marketing to your Salesforce account.

Create new leads from Marketing to Salesforce

Learn about the changes made to Contact and Lead pages when using the Marketing for Salesforce connector.

Contacts and Leads pages in Marketing for Salesforce

Learn about Email address books in Salesforce and how they interact with your Marketing account.

Email address books in Marketing for Salesforce

Learn more about Salesforce campaigns and how they work within the Dotdigital Marketing connector.

Salesforce campaigns in Marketing for Salesforce

Learn how suppressions and resubscribes are handled in Dotdigital Marketing for Salesforce.

Suppressions and resubscribes in Marketing for Salesforce

Learn how Person accounts are affected by the Dotdigital Marketing for Salesforce connector.

Use person accounts with Marketing for Salesforce

Contacts

Learn about email campaigns in Dotdigital Marketing for Salesforce and the administrative tasks that you perform for them.

Manage email campaigns in Marketing for Salesforce

Learn how to use the Send Campaign Wizard in Marketing for Salesforce.

Send Marketing campaigns through Salesforce

Automatically trigger an email campaign or program enrolment when a contact or lead is synchronised.

Trigger an action when contacts or leads are synchronised

Learn how to access and use the email campaign reports and dashboard.

Email campaign reporting in Marketing for Salesforce

Learn how to delete unwanted email campaign data from Salesforce.

Removing email campaign data from Salesforce

Email campaigns

Learn how to sync marketing preferences between Salesforce and Marketing.

Marketing preferences in Marketing for Salesforce

Learn how to use Contact scoring with Marketing for Salesforce.

Use Contact scoring with Marketing for Salesforce

Learn how to use forms with Marketing for Salesforce.

Using forms with Marketing for Salesforce

See what updates have been introduced to the integration.

Changes made to Salesforce

Additional features

Add a new Marketing accounts to your Salesforce organisation.

Link additional Marketing accounts in Salesforce

Link new Salesforce and Dotdigital user accounts.

Link additional users in Dotdigital for Salesforce

Install updates for Marketing for Salesforce.

Upgrade your Marketing  for Salesforce package

Support and maintenance

Developer hub

Academy

Contact Support

Go to Dotdigital

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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