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The article has been updated successfully.| How do I integrate Salesforce with my account? |
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If you have Salesforce.com's Enterprise, Unlimited or
Developer editions, you can import your lists into the application and
when an email subscriber takes a certain action, that information will
be pushed back into their individual Salesforce contact record. Here's the details: Requirements: Salesforce.com Enterprise | Unlimited | Developer Edition Recorded Actions: Opens | Clicks | Bounces | Unsubscribes You'll see the information under Activity History in the contact's record. Setup 1) Create a Custom Report with either Contacts or Leads. You can create as many of these Custom Reports as you like, but make sure you have Email Address and Lead ID checked off when you're creating it. 2) Have your Salesforce login/password and token handy. 3) Log into the application. 4) Go to 'My Account' in the upper right hand corner. 5) Click the Salesforce Settings tab. 6) Enter in your login/password/token and hit save. Importing 1) Go to Subscribers/Lists in the left hand column. 2) Choose the list you want to import into and hover over Actions. Select 'Import Contacts'. 3) Under Import Details, choose 'Import From My Salesforce Account'. You'll see the pre-populated Salesforce login information appear below. 4) Click 'Get My Lists' and select the report you want to import from. 5) From there, it's just like a normal import. Simply map the fields you want and import the information in. - Note that if you have updated Salesforce information (new contacts, etc.), you'll have to pull that info in every time you want to mail out. In other words, it's not an API where the information syncs at all times. However, if you continue to mail to the same group, that information will get pushed back to Salesforce without needing to re-import. - Note that if you do an import and later remove that person from Salesforce, their email contact might still be in a list after an update. Please contact your support personnel if you need further assistance. |
