Once you have installed the Dotdigital for Salesforce connector, there are three standard Salesforce pages that require editing to allow the full integration of the package. The pages are:

Campaigns
Contacts
Leads

The steps to customise each of these pages are outlined below.

Before you start

Things you need to know:

You need to log into Salesforce as a system administrator to perform the steps outlined in this article.

Customise your campaigns page layout

The Campaigns page is customised by adding a button and two related lists.

1. Add the custom button

Select the Setup cog and then Setup in the top right.
Search for Object using the Quick Find search bar.
Select Object Manager, and then go to Campaign > Page Layouts and select a campaign layout.
Select Buttons.
Drag the Link to Email Address Book button to the Custom Buttons area.
If the Custom Buttons area is not immediately visible, it will appear as you drag the chosen button underneath the Standard Buttons area.

2. Add related lists

Select Related Lists.
Drag the Campaign to Email Campaign Link and Email Address Books lists to the bottom of the Campaign Sample area.
Select the Related List Properties icon on the lists section to open the Related List Properties - lists window.
A list of available fields relating to Dotdigital lists is displayed, which can be displayed on the Salesforce campaign page.
Select the fields you want to add to your Selected Fields list, and then select Add.
- To remove a field from the list, highlight it and select Remove.
- To arrange your fields, highlight the field and use Up and Down.
Select + to expand the Buttons accordion menu.
Clear the New check box, then select OK.
Select the Related List Properties icon on the Campaign to Email Campaign Link section to open the Related List Properties - Campaign to Email Campaign Link window.
Select the fields you want to add to your Selected Fields list, and then select Add.
Select + to expand the Buttons accordion menu. Select the New checkbox, then select OK.
Select Save, and then select Yes.

3. Add Lightning button

Go to Campaigns, then select a campaign name.
Select Setup, then Edit Page.
Drag Campaign Button from the left side panel to the right hand side of the campaign page.
Select Save.
If you see a pop-over which directs you to activate the page:
1. Select Activate.
2. Select the App Default tab.
3. Select Assign as App default.
4. Select the checkbox for Dotdigital.
5. Select Next, then Next again.
6. Select Save.

Customise your contacts page layout

Using a person account

If you're using a person account, you can also customise the layout of your person account.

The contacts page layout needs to be modified by adding a field, two buttons and a number of related lists.

1. Add the field

Select the Setup cog and then Setup in the top right.
Search for Object using the Quick Find search bar.
Select Object Manager, and then go to Contact > Page Layouts > Contact Layout.
Select Fields.
Drag Opt-in type to the Contact Information area.

Opt-in type

To sync opt-in type for your contacts, you need Dotdigital for Salesforce v2.41 or above installed.

Read more about syncing the opt-in type field.

2. Add the custom buttons

Select Buttons.
Drag Add to Automation Program and Engagement Timeline into the Custom Buttons area.

3. Add related lists

Select Related Lists.
Drag the following lists to the area above Opportunities:
1. Email Campaigns
2. Email Clicks
3. Email Page Views
4. Email ROI
5. Email Social Bookmarks
6. Form Responses
7. Suppressions
  We suggest that you arrange the lists in the above order.

For each of the lists you added:

Select the Related List Properties icon.
Amend each list to add the following fields under the Columns area:
1. Email Campaigns - Email Address, DateTime Sent, Email Campaign, Email, Opens, Page Views, Clicks, Hard Bounced, Soft Bounced, Date Last Opened
2. Email Clicks - Email Address, Date Clicked, Email Campaign, Keyword, IP Address, URL
3. Email Page Views - Email Address, Date Viewed, Email Campaign, URL
4. Email ROI - Email Address, Marker, Email Campaign
5. Email Social Bookmarks - Email Address, Social Name, Views, Email Campaign
6. Form Responses - Email Address, Date Completed, Form, Is Complete
7. Suppressions - Email, Reason, Dotdigital Account, Date Suppressed
Select + to expand the Buttons accordion menu.
Clear the New check box, then select OK.
Select Save, and then select Yes.

4. Add Lightning buttons

Go to Contacts, then select a contact name.
Select Setup, then Edit Page.
Drag Lead and Contact Buttons from the left side panel to the right hand side of the Contact page.
Select Save.
If you see a pop-over which directs you to activate the page:
1. Select Activate.
2. Select the App Default tab.
3. Select Assign as App default.
4. Select the checkbox for Dotdigital.
5. Select Next, then Next again.
6. Select Save.

Customise your leads page layout

The leads page layout needs to be modified by adding a field, three buttons and a number of related lists.

1. Add the field

Select the Setup cog and then Setup in the top right.
Search for Object using the Quick Find search bar.
Select Object Manager, and then go to Lead > Page Layouts > Lead Layout.
Select Edit.
Select Fields.
Drag Opt-in type to the end of the Lead Information area.

Opt-in type

To sync opt-in type for your contacts, you need Dotdigital for Salesforce v2.41 or above installed.

Read more about syncing the opt-in type field.

2. Add the custom buttons

Select Buttons.
Drag Add to Automation Program and Engagement Timeline into the Custom Buttons area.

3. Add related lists

Select Related Lists.
Drag the following lists to the area above Opportunities:
1. Email Campaigns
2. Email Clicks
3. Email Page Views
4. Email ROI
5. Email Social Bookmarks
6. Form Responses
7. Suppressions
  We suggest that you arrange the lists in the above order.

For each of the lists you added:

Select the Related List Properties icon.
Amend each list to add the following fields under the Columns area:
1. Email Campaigns - Email Address, DateTime Sent, Email Campaign, Email, Opens, Page Views, Clicks, Hard Bounced, Soft Bounced, Date Last Opened
2. Email Clicks - Email Address, Date Clicked, Email Campaign, Keyword, IP Address, URL
3. Email Page Views - Email Address, Date Viewed, Email Campaign, URL
4. Email ROI - Email Address, Marker, Email Campaign
5. Email Social Bookmarks - Email Address, Social Name, Views, Email Campaign
6. Form Responses - Email Address, Date Completed, Form, Is Complete
7. Suppressions - Email, Reason, Email Account, Date Suppressed
Select + to expand the Buttons accordion menu.
Clear the New check box, then select OK.
Select Save, and then select Yes.

4. Add Lightning buttons

Go to Leads, then select a lead name.
Select Setup, then Edit Page.
Drag Lead and Contact Buttons from the left side panel to the right hand side of the Lead page.
Select Save.
If you see a pop-over which directs you to activate the page:
1. Select Activate.
2. Select the App Default tab.
3. Select Assign as App default.
4. Select the checkbox for Dotdigital.
5. Select Next, then Next again.
6. Select Save.

Next steps

Access Dotdigital as a Salesforce user

Contacts and Leads pages in Dotdigital for Salesforce

Salesforce campaigns in Dotdigital for Salesforce

Use person accounts with Dotdigital for Salesforce

Link additional users in Dotdigital for Salesforce

Link additional Dotdigital accounts in Salesforce