Use this checklist to configure your Salesforce CRM integration and ensure that you’re set up for success.
Download and install the integration package
First up, you (or your Salesforce system administrator) need to download and install the Dotdigital for Salesforce integration package and set up your system for initial use.
Customise page layouts
Update your Salesforce page layouts with the custom elements used by the Dotdigital connector.
Set up the option to log into Dotdigital without leaving Salesforce.
Link additional accounts
If you have multiple Dotdigital accounts, link more than one to your Salesforce instance.
Link additional users
Link additional Dotdigital and Salesforce user accounts and set their permissions.
Manage your configuration
Set up the global configuration settings for Dotdigital for Salesforce.
Manage your account settings
Set up individual account level settings for each of your linked Dotdigital accounts.
To learn more about using the Dotdigital for Salesforce connector, check out the following article categories:
- Email campaigns
- Support and maintenance
- Additional features