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Documentation Wiki > ExactTarget > Integrations > ExactTarget for Appexchange > ExactTarget for Appexchange Configuration Guide for Salesforce Professional Edition

ExactTarget for Appexchange Configuration Guide for Salesforce Professional Edition

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    About This Guide

    This guide presents the process to set up the ExactTarget Appexchange integration with the Salesforce platform. To complete this setup, the ExactTarget power user/administrator must also have Salesforce administrative privileges. Contact your internal Salesforce administrator or Salesforce.com regarding questions about these privileges.

    About ExactTarget for Appexchange

    ExactTarget for Appexchange extends advanced email marketing capabilities to Salesforce. This integration uses data from the best data source-your customer and prospect data in Salesforce because it's current and specific to your business needs. Using a single data model, it creates emails from the ExactTarget side. Because the data effectively resides all in one place, you can see how your customers interact with your business, and therefore, push back information tied to them. With this integration for the Professional Edition, you can quickly build and deploy advanced email marketing campaigns. 

    Email Creation

    ExactTarget for Appexchange enables marketers to create and send more relevant emails because it uses Salesforce data to create personalization and dynamic email content. ExactTarget accomplishes this by pulling substitution values for personalization strings from Salesforce and considering Salesforce values when it evaluates dynamic content. Personalization and content are tied directly to your Salesforce standard and custom fields.

    Email Tracking

    With this integration, marketers can get a complete view of how a contact, lead, or account responds to email campaigns because ExactTarget pushes email tracking data to Salesforce. Marketers can create ad hoc reports and dashboards with this rich set of data, thereby achieving more control over how their customers view and respond to their data. 

    Configuration

    Those with Salesforce and ExactTarget admin status perform the configuration, specific to their release. This section covers features found in the full release.

    The Salesforce Install package contains some 69 custom items including field definitions, object definitions, links, folders, dashboard, and documents. The Deploy package contains four custom objects.

    By means of defaults specific to your setup, the configuration process is straightforward.

    Page Layouts

    You can create page layouts to control the display of fields. Page layouts control the layout and organization of buttons, fields, s-controls, custom links, and related lists. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls that run when a user clicks a custom link or button, or that are rendered within a field section when the page displays. You can create different page layouts for use by different profiles and record types and set field-level security settings to further restrict users' access to specific fields. 

    Connecting the Dots

    After you configure your Salesforce account, you configure and map your ExactTarget account to it. By doing so, you create a current data repository to use for dynamic, relevant customer-specific emails and followup responses.

    Getting Started

    To install the ExactTarget for Appexchange package, use the following links:

    If you have campaigns enabled in Salesforce.com:

    https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t3000000099fC

    If you have not purchased campaigns in Salesforce.com:

    https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000TnAO

    If you are incrementally upgrading a person account:

    https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t30000000AuEu 

    Some portions of this guide apply only if you are using Salesforce Professional Edition with Campaigns.

    NOTE: For sandbox account installations, change "login" in the above link to your subdomain as assigned by Salesforce.

    Installing ExactTarget for Appexchange

    Follow these steps to install ExactTarget for Appexchange into your Salesforce account:

    1. Go to the appropriate URL listed above.
    2. Click Continue.
      NOTE: With the exception of user security level, ExactTarget recommends that you use the setup defaults.
    3. Complete each page of the installation wizard, using information for the Salesforce administrator. 
    4. Click Install to initiate the installation process. The installation process begins. When it is complete, the system prompts you to deploy the application. 
    5. Deploy the application.  You've completed the installation and deployment process.
      NOTE: You can choose to disable links that access ExactTarget from integrated accounts on a user-by-user basis. For example, you might use this option if you want your marketing users to have the ability to edit emails, but do not want your sales users to do more than send email. The internal administrative user in your ExactTarget account can set this permission level for your users.

    Now configure the Custom Objects and Layouts in Salesforce.

    Configuring Your Salesforce Account

    The installation and deployment process populates your Salesforce account with all the custom objects, custom tabs, and custom links of ExactTarget for Appexchange. It is necessary to configure these elements in your Salesforce account.

    NOTE: If your ExactTarget accout uses the S4 or S6 instances, you must modify the custom links for the following items in your Salesforce configuration process:
    • Send ExactTarget Emails (Contact, Lead, and Campaign)
    • Resubscribe in ExactTarget (Contact and Lead)
    • ExactTarget Custom Tab
    Navigate to the Setup screen in Salesforce to change the beginning of these links from https://members.exacttarget.com/... to https://members.s4.exacttarget.com or https://members.s6.exacttarget.com, depending on your instance. You can find more information about the configuration process here. Please contact your Implementation Consultant with any questions you may have about these links.

    Configuring Custom Objects and Page Layouts in Salesforce

    You can configure the custom objects and edit page layouts to expose the integration to your users.

    Custom Components: Adding to Contact Layout

    Follow these steps to add custom components to the generic Contact Layout:

    1. Click the Setup link at the top of the page.
    2. Click the arrow next to Customize under the App Setup column on the left side of the screen.
    3. Click the arrow next to Contacts and select Page Layout. The Edit Page Layout screen appears.
    4. Click and drag the Email Opt Out field from the Fields section of the Contact Layout window at the top of the screen to the Contact Information section.
    5. Select Custom Links from the Contact Layout window. 
    6. Click and drag Send ExactTarget Emails and the Re-Subscribe in ExactTarget from the Custom Links section of the Contact Layout window to Custom Links.
    7. Select Related Lists from the Contact Layout window. 
    8. Click and drag Individual Email Results from Related Lists to the Contact Information window.  Reposition it in this section by moving it up or down, as desired.
    9. Click the wrench icon (Related List Properties) in the Individual Email Results section.
    10. Select the fields to display on the related list on the Contact detail page.  To move a field from Available Fields to Selected Fields, select it on the left and click Add.
      NOTE: ExactTarget recommends you select the following fields: Email Name, Subject Line, Date Sent, Date Opened, and Number of Total Clicks. However, you can designate any of the Available Fields to display on the related list.
    11. Define the sort criteria for the Related List.
      NOTE: ExactTarget recommends you sort by Date Sent in descending order.  
    12. Click OK.
    13. Click Save.

    Custom Components: Adding to Lead Layout

    Follow these steps to customize the Lead layout:

    1. Click the Setup link at the top of the page.
    2. Click the arrow next to Customize under the App Setup column on the left side of the screen.
    3. Click the arrow next to Leads and select Page Layout. The Edit Page Layout screen appears.
    4. Click and drag the Email Opt Out field from the Fields section of the Lead Layout window at the top of the screen to the Contact Information section.
    5. Select Custom Links from the Lead bwindow. 
    6. Click and drag Send ExactTarget from the Custom Links section of the Lead Layout window to Custom Links.
    7. Select Related Lists from the Lead Layout window. 
    8. Click and drag Individual Email Results from Related Lists to the Contact Information window.  Reposition it in this section by moving it up or down, as desired.
    9. Click the wrench icon (Related List Properties) in the Individual Email Results section.
    10. Select the fields to display on the related list on the Lead detail page.  To move a field from Available Fields to Selected Fields, select it on the left and click Add. ExactTarget recommends you select the following fields: Email Name, Subject Line, Date Sent, Date Opened, and Number of Total Clicks. However, you can designate any of the Available Fields to display on the related list.
    11. Define the sort criteria for the Related List. ExactTarget recommends you sort by Date Sent in descending order.
    12. Click OK.
    13. Click Save.

    Custom Components: Adding to Campaign Layout

    Follow these steps to add custom components to the campaign layout:

    1. Click the arrow next to Campaigns under the App Setup heading in the navigation bar on the left.
    2. Click Page Layouts.
    3. Click the Edit link next to the page layout to edit.
    4. Click and drag Send ExactTarget Email from the Custom Links section of the Campaign Layout window to the Custom Links section of the Campaign Sample window.
    5. Click and drag Email Results from the Related Lists section of the Campaign Layout window to the Campaign Sample window. 
    6. Click the Related List Properties button in the Email Results section to define its appearance.
    7. Select the fields to display on the related list on the Campaign detail page. ExactTarget recommends you select the following fields: Email Name, Subject Line, Date Sent, Number Sent, Open Rate, and Click Through Rate. These fields exist as part of this installation. To remove one of them, do so by selecting it from Selected Fields, then click Remove. You can designate any of the Available Fields to display on the related list.
    8. Define the sort criteria for the Related List by choosing one of your selected fields from the Sort By dropdown menu.  Then select whether you want the list sorted in ascending or descending order. ExactTarget recommends you sort by Date Sent in descending order.
    9. Click OK.
    10. Click Save in the Campaign Layout window.

    Updating Trusted IP Ranges in Salesforce.com

    Within Salesforce.com, you must authorize the IP addresses that ExactTarget uses. 

    NOTE: If you do not perform this procedure, the integration may not work.

    Follow these steps to update the list of trusted IP ranges in Salesforce.com:

    1. Log in to Salesforce.com.
    2. Click Setup at the top of the page.
    3. Click the arrow next to Security Controls under Administration Setup in the left navigation bar. The Security Controls menu appears.
    4. Click Network Access. The Network Access workspace appears. You may need to scroll to the bottom.
    5. Click the New button in the Network Access workspace.
    6. For each of the ranges found in this link, enter the range and click Save.

    Depending on your security settings, you may also have IP address restrictions in place for account login activity. If you have implemented this optional step, you need to add the same IP address range above as well. Follow the steps below to enter that IP address range:

    1. Log in to Salesforce.com.
    2. Click Setup at the top of the page.
    3. Select Administration Setup.
    4. Select Manage Users.
    5. Select Profiles.
    6. Select System Administrator.
    7. Select Login IP Ranges.
    8. Select New.
    9. Enter the specified IP address range.
    10. Click Save.

    You've successfully completed the Salesforce setup. The next step is to configure your ExactTarget account.

    Configuring Your ExactTarget Account

    Prior to completing the configuration in your ExactTarget account, you'll see elements of the integration. These elements include:

    • Salesforce Integration section on your Account Settings page
    • Salesforce tab on Profile and Preference properties dialog box
    • Links to preview Salesforce Profile Center for Leads and Salesforce Profile Center for Contacts
    • Forward-to-a-Friend Subscriber List
    • Salesforce Single Sends folder in Tracking
    • Salesforce Mass Email Sends folder in Tracking

    To complete the integration to Salesforce, it's necessary to examine each of these elements and complete the tasks outlined in the following pages.

    NOTE: If you're using an ExactTarget Enterprise account, it's necessary to complete these steps for all your Lock and Publish accounts in addition to your administrative account.

    Administrative Setup

    The administrative setup must be complete before you can configure other elements.

    Initiating Integration Between Salesforce and ExactTarget

    To initiate the integration between ExactTarget and Salesforce, you must provide a valid user name and password. This account (known as the tracking user) pushes tracking results back to your Salesforce account.

    ExactTarget recommends that the tracking username and password that you provide has an administrator role (or API user role) in Salesforce. This role ensures that all tracking results are able to be posted from ExactTarget back into Salesforce. The system also uses the tracking user to to validate a valid session status for SSO Salesforce users to ExactTarget. Also, the tracking password should be set to expire after one year. You can determine how often the password expires in Salesforce.com.

    The ExactTarget application authenticates to Salesforce on a single-user-to-single-user basis. The application stores only the username and the associated Salesforce.com login, except for the tracking user.

    NOTE: The password you provide is transported via SSL and encrypted via AES256 encryption.

    Follow these steps to set the password to expire in one year:

    1. Log in to Salesforce.com.
    2. Click Setup at the top of the page.
    3. Click Security Controls under Administrative Setup in the left navigation bar The Security Controls menu appears.
    4. Click Password Policies. The Password Policies workspace appears.
    5. Select One Year in the User passwords expire in field.

    Follow these steps to initiate the integration between ExactTarget and Salesforce:

    1. Log in to ExactTarget.
    2. Click the Admin tab from the navigation bar on the left.
    3. Click Account Settings.
    4. Complete the information in the Salesforce Configuration section:
      • Tracking User Name - Enter the user name of the Salesforce tracking user.
      • Tracking User Password - Enter the password of the Salesforce tracking user.
      • Confirm Tracking User Password - Re-enter the password of the Salesforce tracking user.
      • Is Sandbox - The account is a sandbox version of your account and is used for testing only.
      • Salesforce Org ID - Enter your Salesforce Org ID. You can click the magnifying glass icon to cause ExactTarget to log into Salesforce and look up this value. 
        NOTE: The Salesforce Org ID in this field may have a different number of characters than the ID you see in your Salesforce account. This is acceptable if the first 15 characters match. If they don't, please contact an ExactTarget customer support representative.
      • Forward to a Friend Subscriber List - Select the subscriber list to be populated with recipients who opt-in via a Forward to a Friend message. 
        NOTE: To add the members of the Forward-to-a-Friend list to your Salesforce database, you can export the list from ExactTarget and then import it into Salesforce. Opt-ins are not automatically added as Leads to Salesforce.
      • Tracking Folder for Salesforce Single Sends - Select the tracking folder to contain tracking information for emails send to individual leads and contacts.
      • Tracking Folder for Salesforce Mass Sends - Select the tracking folder to contain tracking information emails sent to campaigns and reports.
    5. Click Save.
    NOTE: Ensure that the tracking user can view the HasOptedOutOfEmail field on Contacts and Leads. Otherwise, attempts to preview and send emails may fail.

    Sandbox Account

    If you set up your account as a sandbox, you can use this account instance to test the ExactTarget for Appexchange integration. The data in this account remains separate from your production data, and this data will not be synced between the sandbox and the production account when you change the location to where the integration points. Contact your Salesforce representative to set up a sandbox account if you wish to use one.

    How to Integrate a Salesforce Sandbox Account with an ExactTarget Account

    The steps below apply when integrating a sandbox account with a new account or when working with an account previously integrated to a live Salesforce account. Follow the steps below to integrate your Sandbox account with your ExactTarget account:

    1. Click on the Admin tab and select Salesforce Integration. 
    2. Click Edit on the Salesforce Integration page.
    3. Enter the main organization tracking user's username and password and click the Lookup icon next to the Org ID. The blank password field changes into a Change Password button.
    4. Click the Change Password button.
    5. Enter the sandbox tracking username and password in the fields and select the Sandbox option. 
    6. Click Save. 

    Mapping Users

    To enable your Salesforce users to send ExactTarget emails from within Salesforce, it's necessary to map each user to a corresponding ExactTarget user. This also determines what emails are accessible to a user who initiates a lookup as part of the send process. 

    Follow these steps to map users:

    1. Log in to ExactTarget.
    2. Click the Admin tab from the navigation bar on the left.
    3. Click My Users.
    4. Click the name of the ExactTarget admin user to map. The user's Personal Information page appears.
    5. Click the Integrate link. The Salesforce Integration page appears.
    6. Enter the Salesforce username to map to this ExactTarget user. 
    7. Click the Save Settings button. 

    Mapping ExactTarget Attributes to Salesforce Fields

    By mapping ExactTarget attributes to appropriate Salesforce fields, ExactTarget knows what data to pull from your Salesforce account. Then it can insert personalization and generate dynamic content to the emails you send to Salesforce leads and contacts. When you map the ExactTarget attributes to the appropriate Salesforce fields you complete your configuration.

    NOTE: You cannot map the default attributes:
    • Email Address
    • Full Name
    • User Defined

    Prerequisite to Mapping

    You can choose from the Salesforce default, lead, contact, and account fields. Otherwise, you can create the Salesforce lead, contact and account fields you want to map to ExactTarget attributes. You do this when you configure your Salesforce account.

    Follow these steps to map ExactTarget attributes to appropriate Salesforce fields:

    1. Log in to ExactTarget.
    2. Click the Subscribers tab from the navigation bar.
    3. Click Profile Management. The Profile Management workspace appears.
    4. Select the attribute to map. 
    5. Click the View Properties button.  The Properties window appears.
    6. Click the Salesforce tab. 
    7. Map to Salesforce Lead and/or Salesforce Contact/Account fields from the dropdowns. The dropdowns display all the standard and custom fields in your Salesforce account. 
    8. Check the appropriate box to display this attribute to display on the Profile Center automatically appended to each email.
      NOTE: Checking this box overrides the properties you defined for this attribute on the General tab, but only for sends to Salesforce Leads and Contacts.
      NOTE: The value information displayed on the Profile Center reflects the values stored for the Lead or Contact in Salesforce. Any changes made via the Profile Center are reflected in Salesforce.
      NOTE: ExactTarget attributes not mapped to Salesforce Account fields cannot be displayed on the Profile Center because they can't be edited.
    9. Click OK.
    10. Repeat steps 2 through 6 for each ExactTarget attribute you wish to map to Salesforce fields.

    The following Salesforce fields can be mapped to ExactTarget Attributes:

    Saleforce Field Type ExactTarget Attribute Type Notes
    Date/Time Date Time portion will be truncated.
    Formula (Date/Time) Date Time portion will be truncated.
    Formula (Text) Date The data type for this attribute in ExactTarget is Date, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Text Date The data type for this attribute in ExactTarget is Date, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Text Area Date The data type for this attribute in ExactTarget is Date, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Text Area (long) Date The data type for this attribute in ExactTarget is Date, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Currency Numeric If the numeric value stored in this Salesforce field includes a decimal value, ExactTarget will round to he nearest whole value.
    Formula (Currency) Numeric If the numeric value stored in this Salesforce field includes a decimal value, ExactTarget will round to he nearest whole value.
    Formula (Number) Numeric If the numeric value stored in this Salesforce field includes a decimal value, ExactTarget will round to he nearest whole value.
    Formula (Percent) Numeric If the numeric value stored in this Salesforce field includes a decimal value, ExactTarget will round to he nearest whole value.
    Formula (Text) Numeric The data type for this attribute in ExactTarget is Numeric, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Number Numeric The data type for this attribute in ExactTarget is Numeric, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Percent Numeric The data type for this attribute in ExactTarget is Numeric, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Text Numeric The data type for this attribute in ExactTarget is Numeric, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Text Area Numeric The data type for this attribute in ExactTarget is Numeric, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Text Area (long) Numeric The data type for this attribute in ExactTarget is Numeric, the field in Salesforce is set to Text. Due to this, the substitutions of values could fail.
    Currency Text Value will be formatted as nnn,nnn.nn.
    Date Text Value will be formatted as yyyy-mm-dd.
    Date/Time Text Value will be formatted as yyyy-mm-dd hh:mm:ss.
    Lookup Relationship Text The SalesforceID stored for this field will be the value used when making substitutions into the email.
    Master-Detail Relationship Text The SalesforceID stored for this field will be the value used when making substitutions into the email.
    Number Text Value will be formatted as nnn,nnn.nn.
    Percent Text Value will be formatted as nn.n%.
    Boolean HTML Preference When mapping the Salesforce field type to the ExactTarget HTML preference, a value of "true" in Salesforce will indicate text emails in ExactTarget, while a false or null value indicates HTML emails. Customers indicate their preference in their profile center, which then saves their choice in the ExactTarget application and the corresponding Salesforce contact or lead record.

    Synchronizing Existing Master Unsubscribes

    With ExactTarget for Appexchange, Salesforce is the database of record for all emails sent to leads and contacts. 

    To get your data as current as possible, particularly opt-in status, ExactTarget recommends that you export all leads and contacts with a status of unsubscribed from the ExactTarget application and import them in to Salesforce. 

    Exporting Subscribers from ExactTarget

    Follow these steps to export subscribers from ExactTarget: 

    1. Log in to ExactTarget.
    2. Click the Subscriber tab from the navigation bar.
    3. Click All Subscribers. The All Subscriber workspace appears.
    4. Select criteria for the search.
    5. Click the Find Now button. The Export option appears in Search Subscribers.
    6. Export the results to a CSV file. 
    NOTE: At a minimum, include Email Address and SFContact ID in your export. These fields are critical when importing into Salesforce. It is also advisable to include First Name and Last Name in your export.
    NOTE: For detailed instructions on how to do a Search for Subscribers and an Export of Subscribers, please consult the ExactTarget Online Help.

    Importing File into Salesforce: Preparation

    After exporting the list of leads and contacts with a status of unsubscribed, it's necessary to prepare it for import into Salesforce to ensure that the records synchronize.

    Follow these steps to prepare a file to import into Salesforce:

    1. Add a column labeled Email Opt Out. 
    2. Assign all Leads and Contacts a TRUE value in the newly created column.

    Importing File into Salesforce 

    Before you import a file, prepare the file as described in Importing File into Salesforce: Preparation.

    1. Follow these steps to import a file into Salesforce:
    2. Log in to Salesforce.com.
    3. Click Administrative Setup in the navigation bar on the left.
    4. Click Data Management. The Data Management menu appears.
    5. Click Import Accounts/Contracts.
    6. Follow the steps in Import Wizard for Accounts/Contracts.
    7. Click Email as the Contact Matching Type on Step 2 of 8, Upload your file.
    8. Map the Email Opt Out import field to the Email Opt Out Salesforce field on Step 3 of 8, Map Contact Fields.

      SFPro1.PNG

    9. Complete the import wizard.
    NOTE: For detailed instructions on how execute an import using the Import My Accounts and Contacts tool, please consult the Salesforce online help.
    NOTE: If you have records that share the same email address, those records will not be updated during the import. ExactTarget will still honor the unsubscribe status of these Contacts or Leads and will not send them an email.

    Uninstalling ExactTarget for Appexchange

    WARNING: DO NOT uninstall your integration before backing up your data using a tool like APEX Data Loader. Doing so will cause loss of your data.

    Follow these steps to uninstall ExactTarget for Appexchange:

    1. Log in to Salesforce.com
    2. Click App Setup in the navigation bar on the left.
    3. Click Exchange. The Exchange menu appears.
    4. Click Installed Apps.
    5. Click the Uninstall link next to ExactTarget for Appexchange. The Uninstalling an Appexchange Package page appears.
    6. Click the checkbox next to Yes, I want to uninstall this package and permanently delete all associated items.
    7. Click the Uninstall button.

    Hiding the ExactTarget Tab

    It may be necessary to restrict access to the ExactTarget tab to some users. You can hide the tab from those users.

    Follow these steps to restrict access to and hide the ExactTarget tab:

    1. Log in to Salesforce.com.
    2. Click Administration Setup from the navigation bar on the left.
    3. Click Manage Users.
    4. The Manage Users menu appears. 
    5. Click Profiles. The Profiles workspace appears.
    6. Click the Edit link next to the by the user's name for whom to restrict access. The Profile Edit page for that user appears.
    7. Click Tab Hidden in the ExactTarget field.
    8. Click Save.

    Adding a Person Account

    A Person Account in Saleforce is sometimes known as B2C, or Business-to-Consumer account. This account option in Salesforce merges an account with a single related contact in a single view. ExactTarget for Appexchange supports sending to Person Accounts natively through the related Person Account's related contact.

    You can send a mass email to a Person account by using:

    • Reports: Use the Contact and Account Report and include Contact ID in the Report.
    • Campaigns: Add your associated person account contact to the campaign and send.

    Configuration

    To enable sending to Person Accounts, you can download that package from here:

    https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t30000000AuEu 

    You can configure the custom objects and edit page layouts to expose the integration to your users.

    Follow these steps to add custom components to the Person Account layout, follow these steps:

    1. Click Person Account below App Setup in the navigation bar on the left. The Person Account menu appears.
    2. Click Page Layouts. The Person Account Page Layout workspace appears.
    3. Click the Edit link next to the layout to edit. You can edit each Person Account Page Layout (Marketing, Sales and Support) individually. However, ExactTarget recommends that you edit the "generic" Person Account Layout. The Edit Page Layout screen appears.
    4. Click-and-drag the Email Opt Out field from the Person Account Fields section to the Person Account Information section.
    5. Select Person Account Custom Links from the View dropdown. Send ExactTarget appears.
    6. Click-and-drag Send ExactTarget from Person Account Custom Links to Custom Links.
    7. Select Person Account Related Links from the View dropdown. However, you may designate any of the available fields to display on the related list.
    8. Define the sort criteria for the Related List.
      NOTE: ExactTarget recommends that you sort by Date Sent in descending order.
    9. Click OK.
    10. Click Save.

    Page Layouts

    You will need to modify the Person Account page layout in place of the contact Page Layout. You modify Person Account Layout by navigating to it using the steps below:

    1. Click Setup.
    2. Select Customize.
    3. Select Accounts.
    4. Click Person Accounts.
    5. Click Person Account Layouts.

    You can create page layouts to control the display of fields. Page layouts control the layout and organization of buttons, fields, s-controls, custom links, and related lists. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls that run when a user clicks a custom link or button, or that are rendered within a field section when the page displays. You can create different page layouts for use by different profiles and record types and set field-level security settings to further restrict users' access to specific fields. 

    Connecting the Dots

    After you configure your Salesforce account, you configure and map your ExactTarget account to it. By doing so, you create a current data repository to use for dynamic, relevant customer-specific emails and follow-up responses.

    Generating Salesforce Reports Using Person Accounts

    Follow these steps to generate reports using Person Accounts:

    1. In Salesforce, select the Reports tab. The Reports Home screen appears.
    2. Click the Create New Custom Report button. A Report Wizard screen appears.
    3. Notice that the option Accounts & Contacts is already shown in the Select the Type of Data You Wish to Report On field. Accept this option by clicking the Next button. The Account List Report screen appears.
    4. The section Step 1: Select the Report Format give you a choice of three formats to choose from: Tabular Report, Summary Report, and Matrix Report. The Tabular radio button is already selected; click the Next button to use that format.
    5. Step 2 of the Account List Report is Select the Report Columns. In the Account General section, place a checkmark next to the Contact ID option. Select any other options you want and click Next.
    6. Now you see Step 3: Click Next.
    7. The Step 4: Order the Report Columns screen appears. Use the Top, Bottom, Up, and Down buttons to arrange your columns in the order you want them to display in your report. Or just click Next to display your columns in the order shown.
    8. The Step 5: Select Your Report Criteria screen appears. Specify what accounts to use-yours or All, and Specify a date range.
    9. In the Advanced Filters section, click the drop-down list next to the first field and select Is Person Account. To populate the Value field, click the magnifying glass icon to the right of the field. A Lookup box appears, presenting the values True and False. Select the True radio button and then click Insert Selected. The word "True" appears in the Value field.
    10. In the remaining blank filter fields, choose any other filters and values you want your report to include.
    11. Click the Run Report button. The next screen that appears tells you Report Generation Status: Complete. Your report appears at the bottom of the screen.
    12. Save the report so that you can include it in an ExactTarget email.
     

     

     

     

     

     

    This page was last updated by Ryan Williams on Tue, 24 Jan 2012 13:22:52 GMT.

    If you require assistance with the ExactTarget application, please contact Global Support. If you wish to send Ryan direct feedback, fill out the form below:

     

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