Setup
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.