By Gareth1 author24 articles
Download and install the Dotdigital for Salesforce packageUse the QuickLink code to install the Dotdigital for Salesforce package.
Customise page layouts in SalesforceAdd the required custom elements for the Dotdigital connector to your Salesforce pages.
Access Dotdigital as a Salesforce userSubmit your credentials and consent to link your Salesforce account to your Dotdigital account for automatic sign-in.
Settings for linked accounts in Dotdigital for SalesforceLearn how to configure your settings for a Dotdigital account linked to your Salesforce organisation.
Configuration settings in SalesforceLearn how and where to manage configuration settings in Salesforce.
Synchronise contacts or leads from Salesforce to DotdigitalKeep your contact lists up to date by synchronising your Salesforce and Dotdigital accounts.
Create new leads from Dotdigital to SalesforceSynchronise any new leads captured in Dotdigital to your Salesforce account.
Contacts and Leads pages in Dotdigital for SalesforceLearn about the changes made to Contact and Lead pages when using the Dotdigital for Salesforce connector.
Email address books in Dotdigital for SalesforceLearn about Email address books in Salesforce and how they interact with your Dotdigital account.
Salesforce campaigns in Dotdigital for SalesforceLearn more about Salesforce campaigns and how they work within the Dotdigital connector.
Suppressions and resubscribes in Dotdigital for SalesforceLearn how suppressions and resubscribes are handled in Dotdigital for Salesforce.
Use person accounts with Dotdigital for SalesforceLearn how Person accounts are affected by the Dotdigital for Salesforce connector.
Manage email campaigns in Dotdigital for SalesforceLearn about email campaigns in Dotdigital for Salesforce and the administrative tasks that you perform for them.
Send Dotdigital campaigns through SalesforceLearn how to use the Send Campaign Wizard in Dotdigital for Salesforce.
Trigger an email campaign when contacts or leads are synchronisedLearn how to automatically trigger an email campaign when a contact or lead is synchronised from Salesforce to Dotdigital.
Email campaign reporting in Dotdigital for SalesforceLearn how to access and use the email campaign reports and dashboard.
Removing email campaign data from SalesforceLearn how to delete unwanted email campaign data from Salesforce.
Marketing preferences in Dotdigital for SalesforceLearn how to sync marketing preferences between Salesforce and Dotdigital.
Use Contact scoring with Dotdigital for SalesforceLearn how to use Contact scoring with Dotdigital for Salesforce.
Using forms with Dotdigital for SalesforceLearn how to use forms with Dotdigital for Salesforce.
Link additional Dotdigital accounts in SalesforceAdd a new Dotdigital accounts to your Salesforce organisation.
Link additional users in Dotdigital for SalesforceLink new Salesforce and Dotdigital user accounts.
Upgrade your Dotdigital for Salesforce packageInstall updates for Dotdigital for Salesforce.