Learn how and where to manage configuration settings in Salesforce.
The Configuration tab in Dotdigital for Salesforce is used to configure the connector and manage linked accounts. This area also displays system notifications, such as available upgrades for the connector.
To learn more about upgrading the connector, check out the article Upgrade your Dotdigital for Salesforce package.
To edit the settings that apply across the whole of your Dotdigital for Salesforce setup, go to Global Settings, under General settings.
When you select Global Settings, you see three tabs:
- Campaign Member Values
- Salesforce Data Access
Campaign member values
The options on this tab are used to control which campaign member values get automatically added to linked campaigns.
To learn more about Campaign Member Statuses in Salesforce, check out their Support documentation.
Having Automatically add values to linked campaigns enabled ensures that campaign member values are automatically added to Salesforce campaigns which are linked to a Dotdigital email campaign. This setting is enabled by default, although it isn't enabled on individual email campaigns.
If an update isn't required for a particular value, clear the appropriate checkbox. Select Save after making any changes.
The response values are populated with the following values from Dotdigital:
- Email sent
This value is set once an email has actually been sent, allowing it to be tracked.
- Soft bounced
- Hard bounced
Both Opened and Clicked are classified as Responded. This can be altered directly in the campaign if required.
The Protected members status values field is used to protect any existing custom member status values you have already set in a linked campaign. Responded is listed by default to ensure that this value doesn't get overwritten.
Custom Member Status values
You need to add any existing custom member status values to the Protected members status values field if you don’t want them to be updated by the connector.
The Settings tab is used to set the inactivity timeout period for your Email address books. This means that after a specified number of days, if any Email address book hasn’t been sent to from either Salesforce or Dotdigital, it is set to manual synchronisation only and won't get included in scheduled syncs.
The number of days of inactivity can be set to any whole number value between 1 to 180 days, with a default value of 45 days.
If an Email address book is used regularly, but is not linked to an email campaign - for example, if it’s used in an automated program - then you should select the Source List option in the address book Advanced settings. This will ensure that the timeout period is not applied to this Email address book. To learn more, check out the section Edit an email address book’s settings.
Salesforce data access
Use this tab to check the details for your Salesforce data access. It can also be used to unauthorise the current Salesforce user and then authorise a different one if needed.
Before selecting Unauthorise Application, you must first assign the Dotdigital - API Service permission set to a new user and log in as this user.
To learn more, check out the section Manage permission sets.
You can then unauthorise the connection with the original user and authorise the application for the new API service user by following the steps in the Configuration wizard.
To link additional Dotdigital accounts to your Salesforce organisation, select Dotdigital Linking under General Settings.
To learn more, check out the article Link additional Dotdigital accounts in Salesforce.
Select Synchronise against an account to start the sync of address book, campaign and suppressions data between Salesforce and Dotdigital, based on the settings you have configured under Sync options. The sync request is sent immediately and a message to confirm this is displayed.
To learn more about configuring your synchronisation options, check out the section Sync options.
To learn how to check the result of the synchronisation, check out the section Sync audit.
Settings for linked accounts
For each Dotdigital account linked to the Salesforce organisation, there are separate account settings options available. To access them, expand the Settings drop-down menu for the account.
Unlink account will break the link between Salesforce and Dotdigital and should not be selected without a clear understanding of its use.
To learn more, check out the article Settings for linked accounts in Dotdigital for Salesforce.
Configuration tab displays Session Expired
Each login session has a timeout value, which can be checked and set by a Salesforce system administrator. If your session is expiring before the session timeout, your Salesforce admin needs to:
- Select the Setup cog and then Setup in the top right.
- In the left side panel, under Security, select Session Settings.
- Check that the Lock sessions to the IP address from which they originated setting is not selected.
- Select Save at the bottom of the page.
You need to log out of Salesforce for the changes to take effect.