Salesforce
Introduction to Salesforce add-on
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.
Configuring advertising permissions
The Salesforce add-on supports the administration of advertising permissions for the marketing channels of print, email and text message in your Salesforce Org. It is also possible to import double opt-ins from Optimizely Campaign.
Configuring data fields
This topic describes how to configure data fields in Salesforce to send contact data of leads or contacts to Optimizely Campaign. You can use contact data of leads or contacts to personalize mailings and for target group segment in Optimizely Campaign.
Sending campaign mailings
This topic describes how to send mailings via Optimizely Campaign from your Salesforce CRM. After the mailing is sent, response data (openings, clicks, direct replies, unsubscriptions and outbounces) are automatically imported into Salesforce from Optimizely Campaign.
Copying data sets in recipient lists
This topic describes how to copy and synchronize Salesforce data sets of contacts, leads, and personal accounts with your Optimizely Campaign recipient lists. For this purpose, the Salesforce add-on adds two Apex classes to the Salesforce Process Builder Upsert Recipient .
Import response data to Salesforce
This topic describes how to automatically import the response data of your recipients (openings, clicks, unsubscribes, bounces, and direct replies) to Salesforce. After sending a campaign, you need to enable synchronization of the response data by starting the data exchange .