Introduction to Salesforce add-on
Note
This topic is for administrators and developers with administration access rights in Salesforce.
With the Salesforce add-on, you can send mailings from Salesforce, and use contact and lead data to automatically personalize the content. You can transfer customer-specific fields (up to the third level) to recipient lists, and personalize salutations for leads and contact owners. After the mailing is sent, you receive response data such as openings, clicks, outbounces, direct replies and unsubscriptions for each recipient.
Features and supported versions
The following features are supported for Enterprise, Unlimited, and Performance Editions:
- Campaign management.
- Transfer of recipient data.
- Transfer of response data: Openings, clicks, direct replies.
- Synchronization of unsubscriptions and bounces.
- Support for contacts, leads, and personal accounts.
- Administration of advertising permissions for the marketing channels of print, email and text message.
- Import of advertising permissions (double opt-in) submitted via Optimizely Campaign.
- Synchronization of contacts, leads, and personal accounts with Optimizely Campaign recipient lists.
Setup
To set up the Salesforce add-on, contact customer support. Provide Optimizely with the following information:
- Your SOAP API user name in Optimizely Campaign. If you do not have a SOAP API user account, contact customer support. Use a separate email address that is not used for logging into Optimizely Campaign.
- Any additional CRM data in addition to the standard data you want to be transferred to the Optimizely Campaign recipient list. See Configuring the integration.
- The client IDs for the integration. To see the client ID, open the Optimizely Campaign menu and select Administration > API overview > SOAP API.
Installation
The Salesforce add-on is delivered as an Unmanaged Package. Install this package independently in your Salesforce Org according to the standard Salesforce approach. If you need help with the installation, contact customer support. After the installation is complete, you can access the Salesforce add-on features via the following tabs:
- Mandators (Episerver Campaign): Store the access data for your Optimizely Campaign clients in this tab.
- Administration (Episerver Campaign): This tab contains options for configuring, starting, and stopping the data exchange between Optimizely Campaign and Salesforce.
- Opt-Ins (Episerver Campaign): Configure and manage the advertising permissions for your leads, contacts, and personal accounts in this tab.
- DOI Stage Objects (Episerver Campaign): In this tab, manually assign double opt-in advertising permissions (see Manual assignment of double opt-ins) that cannot be automatically linked to a lead, contact, or personal account. This is the case if a data set – for example an email address – exists multiple times in Salesforce and is therefore not unambiguous.
