Salesforce
By Gareth and 2 others3 authors27 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.
Configuration settings in SalesforceLearn how and where to manage configuration settings in Salesforce.
Configure account settings for linked Dotdigital accounts in SalesforceConfigure settings for your Dotdigital accounts linked to Salesforce, including managing users and account options.
Map Salesforce fields and configure synchronisationLearn how to map Salesforce fields to Dotdigital contact data fields and configure synchronization settings.
Audit synchronisation and unlink Dotdigital accounts in SalesforceLearn how to audit the synchronisation processes and unlink Dotdigital accounts from 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 action when contacts or leads are synchronisedAutomatically trigger an email campaign or program enrolment when a contact or lead is synchronised.
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.
Changes made to SalesforceSee what updates have been introduced to the integration.
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.