Dotdigital

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

Laura Russell

Gareth Burroughes

Bartlomiej Rekosiewicz

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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.

Ship something

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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