Getting started with Dotdigital for Salesforce

Overview

These articles give you instructions for installing the Dotdigital for Salesforce package and setting up the user configuration in Salesforce.

Browser support

For all browsers, you'll need to enable JavaScript and cookies. A screen resolution of 1024 x 768 or greater is recommended.

Dotdigital for the Salesforce using the Classic or Lightning interface is limited to the most recent browsers. For more information please check Salesforce Lightning's browser support 

  • Mozilla Firefox, most recent stable version
  • Google Chrome, most recent stable version
  • Internet Explorer 11
  • Safari, most recent stable version
  • Microsoft Edge,most recent stable version

Salesforce support

We support all versions of Salesforce with the API enabled.

See also

The Dotdigital for Salesforce installation articles should be read in the following order:

  1. Dotdigital for Salesforce installation - Downloading and installing the package
  2. Dotdigital for Salesforce installation - Customise page layouts
  3. Dotdigital for Salesforce installation -  Dotdigital direct Access
  4. Dotdigital for Salesforce installation - Link additional email accounts
  5. Dotdigital for Salesforce installation - Link additional users
  6. Dotdigital for Salesforce installation - Frequently asked questions
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