Salesforce

Start here

• Salesforce integration checklist

Setup

• Download and install the Dotdigital for Salesforce package
• Customise page layouts in Salesforce
• Access Dotdigital as a Salesforce user
• Settings for linked accounts in Dotdigital for Salesforce
• Configuration settings in Salesforce

Contacts

• Synchronise contacts or leads between Salesforce and Dotdigital
• Create new leads from Dotdigital to Salesforce
• Contacts and Leads pages in Dotdigital for Salesforce
• Email address books in Dotdigital for Salesforce
• Salesforce campaigns in Dotdigital for Salesforce
• Suppressions and resubscribes in Dotdigital for Salesforce

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Email campaigns

• Manage email campaigns in Dotdigital for Salesforce
• Send Dotdigital campaigns through Salesforce
• Trigger an email campaign when contacts or leads are synchronised
• Email campaign reporting in Dotdigital for Salesforce
• Removing email campaign data from Salesforce

Additional features

• Marketing preferences in Dotdigital for Salesforce
• Use Contact scoring with Dotdigital for Salesforce
• Using forms with Dotdigital for Salesforce

Support and maintenance

• Link additional users in Dotdigital for Salesforce
• Link additional Dotdigital accounts in Salesforce
• Upgrade your Dotdigital for Salesforce package