Engagement Cloud for Salesforce installation - Downloading and installing the package

Overview

This article outlines the steps that need to be followed and the tasks that need to be done to successfully download, install and configure Engagement Cloud for Salesforce.

The installation needs to be performed as a Salesforce system administrator to ensure the package installs correctly into Salesforce, and to ensure you have the required permission to modify page layouts and apply permission sets to Salesforce users.

This article is for the Lightning version of Salesforce.


Downloading and installing the package

To download and install the package:

  1. Log in to Salesforce as a system administrator.
  2. Select the Get Started link to access the Get Started with Engagement Cloud for Salesforce page, which is available in your registered email inbox.
  3. Select Install Now to start the installation process.
  4. Select the option that best fits your needs on the Install Engagement Cloud for Salesforce page.
  5. Select Install.
  6. Select Done when the button appears - it may say that it is taking a long time; an email is sent when complete.
  7. Select Engagement Cloud from the app menu in the top left corner.

Configuring the settings

The connector URL needs to be set for regions other than R1 (Europe, Middle East, and Africa), which is the default. To update the connector URL in Salesforce:

  1. Go to Setup in the upper right hand corner.
  2. Search for Custom Settings in the Quick Find search bar.
  3. Go to Engagement Cloud Settings > Manage.
  4. Select Edit.
  5. Update the ConnectorUrl field. For accounts in the R2 region (North America), change ConnectorUrl to https://r2-sf.crmconnector.net/. For accounts in the R3 region (Asia Pacific), change ConnectorUrl to https://r3-sf.crmconnector.net/.
  6. Select Save when finished.

Managing permission sets

The Salesforce package has separate permission sets. Each Salesforce user account that requires access to use Engagement Cloud must have one of the sets applied. For each user of the package, a permission set should be applied according to user needs. Most Salesforce users should have the Standard Access set applied, unless read-only access is required. To assign the correct permission set to user:

  1.  Select Setup.
  2. Go to Users > Permission Sets in the side panel.
  3. Select an existing assignment. Descriptions for each assignment are located in the Description column.
  4. Select Manage Assignments.
  5. Select Add Assignments.
  6. Select the check box of the user you want to enable the permission for.
  7. Select Assign.
  8. Select Done.

Customising existing page layouts

Following the installation, three standard Salesforce pages - Campaigns, Contacts, and Leads - require editing to allow the integration of the package.

Customising your campaigns page layout

To customise the Campaigns page:

  1. Go to Setup > Setup.

    SF_setup.jpeg
  2. Search for ‘Object' in the Quick Find search bar.
  3. Select Object Manager.
  4. Go to Campaign > Page Layouts.
  5. Select your campaign layout.
  6. Select Buttons.

    SF_buttons1.jpg
  7. Move the Link to Email Address Book button to the Custom Buttons area.

    SF_22.jpeg
  8. Select Related Lists.

    SF_related_lists_button.jpg
  9. Move the Campaign to Email Campaign Link and Email Address Books buttons to the bottom of the Campaign Sample area.

    SF_3.jpg
  10. Select the Related List Properties icon (the wrench) on the Email Address Books list to open the Related List Properties - Email Address Books modal.

    SF_related_lists_prop_button.jpg
  11. Select the field you want to add to your Selected Fields list.
  12. Select the Add button to move the field to the Selected Fields list.
    To remove a field from the list, highlight it and select Remove.
    To arrange your fields, highlight the field and use Up and Down.
  13. Expand the Buttons accordion menu by clicking +.
  14. Clear the New check box.
  15. Click OK.
  16. Do the same for the Campaign To Email Campaign Link list (repeat steps 10 to 13).
  17. Select Save.

    SF_save_save.jpg
  18. Select Yes to overwrite the related list of customisations.

Customising your contacts page layout

Using a person account?

If you're using a person account, you can also customise the layout of your person account as well.

The contacts page layout needs to be modified by adding a field, two buttons and a number of lists. To do so:

  1. Go to Setup > Setup.

    SF_setup.jpeg
  2. Search for ‘Object' in the Quick Find search bar.
  3. Go to Object Manager > Contact > Page Layouts > Contact Layout.
  4. Select Fields and move Opt-in type to the end of the Contact Information area.

    SF_4.jpg
  5. Select Buttons.

    SF_buttons_2.jpg
  6. Move Add to Automation Program and Engagement Timeline into the Custom Buttons area.

    SF_5.jpg
  7. Select Related Lists.
  8. Move the following lists in the order suggested above the Opportunities list:
    Email Campaigns
    Email Clicks
    Email Page Views
    Email ROI
    Email Social Bookmarks
    Form Responses
    Suppressions

    SF_6.jpg
  9. Select Buttons.
  10. Select the Related List Properties button for each of the lists you added.
  11. Amend each list by using Add, Remove, Up and Down, under the Columns area as follows:
    • Email Campaigns - Email Address, DateTime Sent, Email Campaign, Email, Opens, Page Views, Clicks, Hard Bounced, Soft Bounced, Date Last Opened
    • Email Clicks - Email Address, Date Clicked, Email Campaign, Keyword, Ip Address, Url
    • Email Page Views - Email Address, Date Viewed, Email Campaign, Url
    • Email ROI - Email Address, Marker, Email Campaign
    • Email Social Bookmarks - Email Address, Social Name, Views, Email Campaign
    • Form Responses - Email Address, Date Completed, Form, Is Complete
    • Suppressions - Email, Reason, Email Account, Date Suppressed
  12. Expand the Buttons area by selecting +.
  13. Clear the New check box.
  14. Select OK.
  15. Select Save.

    SF_save_save_save.jpg
  16. Select Yes to overwrite the changes to the list customisations.

Information

To sync opt-in type (see step 4) for your contacts, you need Engagement Cloud for Salesforce v2.41 or above installed. Read more about syncing the opt-in type field.

Customising your leads page layout

The leads page layout needs to be modified by adding three buttons and a number of lists. To do so:

  1. Go to Setup > Setup.

    SF_setup.jpeg
  2. Search for ‘Object’ in the Quick Find search bar.
  3. Go to Object Manager > Lead > Page Layouts > Lead Layout.
  4. Select Fields.

    sf_page_layouts_fields.png
  5. Move Opt-in type to the end of the Lead Information area.

    SF_7.jpg
  6. Select Buttons.

    SF_buttons_2.jpg
  7. Move Add to Automation Program and Engagement Timeline into the Custom Buttons area.

    SF_8.jpg
  8. Select Related Lists.

    SF_related_lists_button.jpg
  9. Move the following lists in the order suggested above the Opportunities list:
    Email Campaigns
    Email Clicks
    Email Page Views
    Email ROI
    Email Social Bookmarks
    Form Responses
    Suppressions
  10. Select Buttons again.
  11. Select the Related List Properties (the wrench) button for each of the lists you added.

    sf_email_campaigns.png
  12. Amend each list as follows by using the Add, Remove, Up and Down buttons, under the Columns area:
    • Email Campaigns - Email Address, DateTime Sent, Email Campaign, Email, Opens, Page Views, Clicks, Hard Bounced, Soft Bounced, Date Last Opened
    • Email Clicks - Email Address, Date Clicked, Email Campaign, Keyword, Ip Address, Url
    • Email Page Views - Email Address, Date Viewed, Email Campaign, Url
    • Email ROI - Email Address, Marker, Email Campaign
    • Email Social Bookmarks - Email Address, Social Name, Views, Email Campaign
    • Form Responses - Email Address, Date Completed, Form, Is Complete
    • Suppressions - Email, Reason, Email Account, Date Suppressed
  13. Expand the Buttons area by clicking +.
  14. Clear the New check box.
  15. Select OK.
  16. Select Save.

    SF_save_save.jpg
  17. Select Yes to overwrite the changes to the user related list customisations.

Information

To be able to sync opt-in type (see step 5) for your leads, you'll need Engagement Cloud for Salesforce v2.41 or above. Read more about syncing the opt-in type field.
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Comments

  • Avatar

    Hi Neal,

    You might want to update this document with a single section for Lightning and all installation instructions regarding this process. This guide is A: incomplete and B: confusing. It might also scare of future customers who want to integrate Dotdigital with Salesforce, since your still showing old classic screenshots. Mabye split the article up in a Engagement Cloud for Salesforce Classic installation and a article called Engagement Cloud for Salesforce Lightning, atleast for installing and configuring.

  • Avatar

    Hi there, Wilco

    I've passed on your suggestions to the project manager that's responsible for this area of the knowledge base - they agree that Lightning should have it's own article for installation and configuration, so it's likely to come forth. As for the screenshots, these will be updated in the near future.

    Thanks for your comment. :-)

    Edited by Jamie Nickerson