Using the configuration wizard in the Dotdigital for Salesforce installation

Overview

The configuration is required to establish connectivity between Salesforce and Dotdigital.

For each existing Dotdigital account, you require a QuickLink Code, these are accessed from the  "Get Started" link. 

The configuration wizard will guide you through the steps to configure the system for initial use.

Lightning (select the app from the App Launcher) click on the Configuration tab.

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Classic (select the app from the App Menu) click on the Configuration tab.

The wizard will appear. You're ready to initiate the first step by clicking on Read and agree to the Terms and Conditions.


Step 1 - Agree to the terms and conditions

You're required to agree to the terms and conditions to proceed any further.

To view the full terms and conditions, enter a valid QuickLink code and click on Read Terms and Conditions.

If you don't agree to the terms and conditions then the package won't get configured and 'Marketing Automation' (or 'Email Marketing' or 'Dotdigital') won't be available from the menu.

Once happy, tick 'I Agree to the Terms and Conditions' and click Agree & Continue.

After doing so, the first part of the wizard will be shown as complete.


Step 2 - Link to a Dotdigital account

Next, you'll need to create a link to a Dotdigital (email marketing )account.

To do this, you'll need to use the QuickLink code that you've been provided with. It can be found via your 'Get started' installation link, provided under 'QuickLink Code'.

Enter the QuickLink code and click Next.

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The screen will show the email address of the account that the QuickLink code was created for.

It will also show the account's name which will be used for display purposes in Salesforce. This name is copied from the company name given in Dotdigital but can be edited if required.

 

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If the account is correct, select Link to complete the account linking process. The modal will close and you'll be returned to the configuration screen, with the second part of the wizard shown as complete.


Step 3 - Enable access to Salesforce data

This step enables access to your Salesforce data.

The organisation ID and name will be automatically filled in from your Salesforce user data (the name is based on your Salesforce organisation name).

Click Allow this application.

You'll then be asked to confirm that you agree to the access of your Salesforce data by clicking OK.

The following screen is then displayed, which asks whether you want to enable access for the named Dotdigital account.

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Click Allow.

Once set up for single sign-on access by the Salesforce User is completed, the following message is displayed.

You can click on View Details to check the Salesforce user details.

 

Click Close on all open dialogue windows to complete the Salesforce data access process.


Step 4 - Link users

In the final part of the wizard, any Dotdigital user accounts can be linked to Salesforce users. A minimum of one Dotdigital user must be linked.

For each Dotdigital user that's displayed, it's possible to link it to an appropriate Salesforce user by selecting them from the 'Salesforce User' dropdown list. Or you can start typing any part of the user in the 'Filter' area, and the list will reduce in size.

Permissions can also be controlled if required. 

Once you've finished making links and changes, click Save. A message will let you know that they have been successfully saved.

Close the dialogue to complete the link users process.

Setup complete

When all four steps have been completed, the following will display.

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Click Finish.

The 'Setup Complete' screen is displayed, confirming the Salesforce organisation that has been set up.

Log out of Salesforce.

Linked users will now be able to use Salesforce for Dotdigital from within Salesforce 

Next: Dotdigital for Salesforce installation - Dotdigital

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