Administration of the integration with Salesforce consists of the following tasks:
Configuring your Salesforce-specific account settings, including the setup of a login for the application to use when retrieving information from or posting information to your Salesforce database.
The core system needs to log in to your Salesforce database for the following reasons:
Sending an email:
Whenever an email is sent to a Salesforce Report or Campaign, the email system logs in to your Salesforce database to retrieve the Leads or Contacts for the send, as designated by the Report(s) or Campaign(s).
Whenever an email is sent to an individual Lead or Contact, the system logs in to your Salesforce database to retrieve the data necessary to send the email.
Tracking:
Whenever emails are sent to a Lead, a Contact, Campaign(s), or Report(s), the system logs in to your Salesforce database to create the email results record(s), including Individual Email Results, Link Details and Email Results.
The steps for configuring your integration with Salesforce include the identification of a Salesforce login (referred to as the Tracking User login) for the ExactTarget system to use in the instances just described. Here are a few guidelines when creating the Tracking User.
ExactTarget recommends using a Salesforce login set up with the System Administrator profile in its Salesforce user record.
If you prefer not to use a System Administrator login for the Tracking User, the login that you use must have at least the following permissions:
Create permissions on the following standard objects:
Accounts
Campaigns
Contacts
Leads
Create permissions on the following custom objects:
Email Results
Individual Email Results
Link Details
Note: The application users the Tracking User login configuration only to log in to Salesforce. If this login is associated with an actual user who uses the integration, you still need to set up this user in the My Users area of the core email application, as described later in this topic.
Account Configuration
The Account Information workspace contains a Salesforce Configuration section that you must complete correctly in order to use the ExactTarget integration with Salesforce. Access this workspace by peforming the following steps:
Click the Admin tab on the navigation pane of the application.
Click the Account Settings option.
Click the Edit link next to Configuration Settings.
This section consists of the following fields:
Field
Description
Tracking User Name
The user name associated with the Tracking User login described earlier in this topic.
Tracking User Password
The password associated with the Tracking User login described earlier in this topic. Click the Change Password button and enter the password in both text fields that appear to change the password.
Is Sandbox
This box appears checked if the Salesforce instance associated with this account is a sandbox account.
Salesforce Org ID
Your Salesforce organization ID.
After you've entered the tracking user login information in the preceding fields, click the magnifying glass to have the core application automatically retrieve the organization ID using the tracking user login.
Forward-to-a-Friend List
Subscriber List to which new subscribers (Leads or Contacts) who join via the Forward to a Friend feature are added.
Here's how the Forward to a Friend feature works in the integration with Salesforce:
Send an email that includes a Forward-to-a-Friend link to a Lead or Contact.
The Lead or Contact uses the Forward-to-a-Friend link to send the email to another recipient.
The other recipient decides to opt-in to your mailings.
The new recipient is added to designated list called Forward-to-a-Friend Subscriber List.
Note: If you want to add the members of the Forward-to-a-Friend list to your Salesforce database, you can export the list from the core application and then import it into Salesforce. Opt-ins are not automatically added as Leads to Salesforce.
To change from the default Forward-to-a-Friend Subscriber List to a new list, first create the list in the Subscribers area of the application. Then return to the Account Information workspace and click the Browse button associated with the Forward-to-a-Friend List field. You'll then be able to select your new list.
Tracking Folder for Single Sends
Default folder in the Tracking area of the application that stores the results of emails sent individually to Leads or Contacts within Salesforce. Your Salesforce users can choose a different folder upon sending the email, if desired.
The default folder is called Salesforce Single Sends. To change this default to a different folder, first create the new tracking folder in the Tracking area of the application (if the folder doesn't already exist). Then return to the Account Information workspace and click the Browse button associated with the Tracking Folder for Single Sends field. You'll then be able to select your new folder.
Tracking Folder for Mass Sends
Default folder in the Tracking area of the application that stores the results of emails sent to campaigns (sent either from within Salesforce or from the ExactTarget Send Email wizard) and report-based lists. Users can choose a different folder upon sending the email, if desired.
The default folder is called Salesforce Mass Sends. To change this default to a different folder, first create the new tracking folder in the Tracking area of the application (if the folder doesn't already exist). Then return to the Account Information workspace and click the Browse button associated with the Tracking Folder for Mass Sends field. You'll then be able to select your new folder.
Click the Save button in the Salesforce Configuration section when done.
User Setup
After completing the Salesforce Configuration setup in the Account Configuration workspace, you can set up your users in the ExactTarget application. All users who perform any of the following actions must be created and mapped:
Sending an email from within Salesforce to Leads, Contacts, and/or Campaigns.
Sending an email to a Report from within the core application.
Follow these steps to set up your Salesforce users in ExactTarget:
In the Admin area of the application, under Account Settings in the navigation pane, click My Users.
Click the Create button in the My Users workspace.
In the Personal Information: Create a User page, define the properties for the user.
Note: Do not check the Remove Ability to Send Emails checkbox if you want the user to be able to initiate a send from within Salesforce.
Click the Create User button. The Settings page displays for the user just created.
Click the Intergrate hyperlink next to the Salesforce.com Status field.
On the Salesforce.com Integration page, enter the Salesforce.com Username.
