Installer Guide Salesforce Integration - Pure360

Installer Guide Salesforce Integration Improving results together Installer Guide Salesforce Integration Version 1.4, published 2/10/2013 www.pure360.com 1

Installer Guide Salesforce Integration About the Salesforce Integration Pure360 is committed to making email marketing as simple and productive as possible. Our integration makes it easy for you to swap data between PureResponse and Salesforce. This integration has two core functions: Transfer members of Salesforce campaigns directly into your PureResponse account (without the need to export and import data) Transfer recipient activity data generated from your email marketing campaigns back into Salesforce This document forms the user guide for the Salesforce integration software when connecting with the following editions of Salesforce: Enterprise Unlimited Developer Pro* *To connect with the Pro edition requires the additional Salesforce API add-on module to be installed Contents System Requirements Customisation of Salesforce Setting up the integration in your PureResponse account Summary www.pure360.com 2

Installer Guide Salesforce Integration System Requirements Supported Salesforce versions: Enterprise Unlimited Developer Pro* *To connect with the Pro edition requires the additional Salesforce API add-on module to be installed Other During installation you will be required to provide the following details: Salesforce username Salesforce password and security toke Customisation of Salesforce CRM Click the supplied link which will take you through to Salesforce where you must follow the dialogue to install the customisations. 1 Click on the URL to download the customisation application: age.apexp?p0 04tF0000000VTfG 2 Run through the Salesforce custom object installer. The two new objects should have full access permissions at profile level. Note: It is not usually necessary to make any configuration changes on the object permissions screens, just accept the default options. Setting up the integration in your PureResponse account 1) Navigate to the my account in the navigation menu and select integrations. www.pure360.com 3

Installer Guide Salesforce Integration 2) In the Salesforce CRM area click the edit button. 3) Enter your Salesforce username 4) Enter your password. This is combination of your Salesforce password directly followed by the security token. 5) Click Test Connection to check if a connection can be established. 6) If a successful connection was reported, click update to finish. Adding installed objects to your layout Campaign Events 1) Click on the Campaigns tab 2) Select any campaign in order to edit the layout 3) Select Edit Layout from the Campaign view www.pure360.com 4

Installer Guide Salesforce Integration 4) From the Campaign Layout menu, select Related Lists 5) Under Related Lists select and drag the Campaign Events item to the required position 6) Once the item is in place click Save 7) Campaign Events should now be available in your Campaign view Campaign Event Responses 1) Follow the same process to add Campaign Event Responses into your Contacts (or Leads) layout. 2) Select any contact in order to edit the layout. 3) Select Edit Layout from the contact view. 4) Select and drag the Campaign Event Responses item to your required position and save. www.pure360.com 5

Installer Guide Salesforce Integration 5) Campaign Event Responses should now be available in your Contacts (or Leads) layout. Summary We hope that this information has explained clearly how to install the Salesforce integration. Please contact support@pure360.com or call if you have any questions. www.pure360.com 6

www.pure360.com 5 Salesforce Integration Installer Guide 4) From the Campaign Layout menu, select Related Lists 5) Under Related Lists select and drag the Campaign Events item to the required position 6) Once the item is in place click Save 7) Campaign Events should now be available in your Campaign view Campaign Event Responses 1) Follow the same process to add Campaign Event Responses into .