Campaign Studio
Salesforce plugin setup
Organizations use customer relationship management (CRM) tools such as Salesforce, and marketing automation platforms (MAPs) such as Campaign Studio hand-in-hand. This enables them to collect and store data about their customers and leads. Such organizations use the data to provide personalized marketing from Campaign Studio based on the data stored in Salesforce.
Using the Salesforce plugin has two primary phases:
In order to use Salesforce with Campaign Studio, you must have a connected app in Salesforce. You may use an existing Salesforce user for the connection. However, Acquia recommends that you create a Salesforce user exclusively for connecting with Campaign Studio.
You can use a regular user’s profile to connect to Campaign Studio. However, the user name used for authentication is the user name that displays for any changes to data pushed from Campaign Studio to Salesforce.
To create a connected app:
On the Salesforce Home, click the gear Icon and click Setup.
Click New Connected App.
In the Basic Information section, do the following:
Do not use the SalesforceSandbox instances for testing because it will generate mapping of Campaign Studio IDs to SalesforceSandbox IDs. Contacts cannot be mapped in multiple ACS instances because the corresponding sf-object-id associated with the contact in Campaign Studio is unique.
To configure the plugin in Campaign Studio:
Click the Salesforce plugin. If you see two Salesforce options, select the second one as the first one is the legacy Salesforce plugin.
In the Enabled/Auth section, perform the following steps:
Leave the plugin unpublished until you’re fully ready to turn on the plugin and start syncing data.
Whenever you make any configuration changes, such as field mapping changes, ensure that you unpublish and re-publish the plugin for all the changes to take effect.
Click Authorize App. A new window will open, where you can log in to Salesforce using the user credentials you’ve created for the plugin to use.
Each time you publish/re-publish the plugin, the entire sync is triggered/re-triggered. This uses API calls, which Salesforce monetizes. Once you’ve hit your API limits with Salesforce, your data stops syncing until either the limit refreshes or you pay more to increase the limit.
Within the field mapping, Campaign Studio has validations that prevent mismatched data from being synced. There are two types of validation that Campaign Studio performs:
In both cases, you can save the mapping and ignore the warning. In cases where field data can’t be synced, any other syncable data on a record is synced and the remaining data is skipped. You’ll see a notification in your Campaign Studio instance and on the individual contact record.
Before you delete a custom field from Salesforce, you must remove the related field mapping from Campaign Studio to avoid losing leads/contacts.
As a Salesforce user, you might want to view a lead or contact’s engagements with marketing activities. The following two ways enable you to view activities and interactions from Campaign Studio, as a Campaign Studio user would normally see on a contact record:
By using the timeline object feature, you can view the details about activities passed from Campaign Studio to Salesforce, within Salesforce.
To use this option, ensure that you set the Upload Campaign Studio activities toggle bar to Yes in the Features tab of the Salesforce plugin configuration in Campaign Studio.
To use this feature:
Set the Label to Campaign Studio Activities and Object Name to mautic_timeline.
In the Custom Fields & Relationships section, click New to create the following custom fields with the mentioned data types:
Date/TimeLookup(Contact)Long Text Area(131072)Lookup(Lead)Number(18, 0) (External ID)URL(255)Text(255)If you don’t want to create a custom object in Salesforce, you can populate a field in Salesforce with a link to each record’s Campaign Studio timeline.
To do so:
Click New to create a custom field in Salesforce and name it Campaign Studio timeline.
Campaign Studio sends the data to Salesforce as a link.
To use the timeline link option, Salesforce users must be added as Campaign Studio users as well.
Once the plugin is authorized and published, you can view three Salesforce specific segment filters:
The Salesforce filters for lead and contact have operators of including/excluding with values of yes/no.
For example,
For Salesforce campaign filters, the operators are equals/not equal/empty/not empty. Once you’ve selected the appropriate operator, type the name of the Salesforce campaign that you want to use in the filter. Campaign Studio displays a list of Salesforce campaigns with matching names, and the available statuses. To include multiple campaigns and/or statuses, add multiple segment filters with the OR filters.
Campaign Studio has multiple Salesforce specific actions related to forms, campaigns, and point triggers. These actions can modify the way a record is synced with Salesforce:
All of the above actions are available as standalone form actions, campaign actions, and as point triggers. However, these actions are not available for campaign forms.
When a contact submits a form, Campaign Studio can automatically create a task for a Salesforce user to follow up or complete some other action. To get a task created in Salesforce automatically, you can use the Create Salesforce task action.
The available fields for this action are:
When a lead or contact submits a Campaign Studio form, you may want to add them to a specific Salesforce campaign and set a status within that campaign. If the lead or contact already exists in Salesforce, Campaign Studio automatically syncs with that record (based on email address) and adds the existing record to the campaign with the designated status. If there is no corresponding record in Salesforce, Campaign Studio creates a new lead and adds the lead to the campaign with the designated status.
The Push to Salesforce action should only be used to add contacts to a specific Salesforce campaign and not simply to create new contacts in Salesforce if the sync is turned on with the What features of this integration should be enabled checkbox in Settings > Plugins. Use this action to create new contacts in Salesforce only if the sync is turned off.
The available fields for this action are:
To add a contact to multiple Salesforce campaigns, add multiple form actions.
Once a record submits a specific Campaign Studio form, you may want to remove such a record from an existing Salesforce campaign membership.
The available fields for this action are:
Based on the status of a Salesforce campaign, Campaign Studio can add or remove points from a record.
To allocate points for Salesforce records:
Go to Points > Manage Actions and click New.
Once a record has the selected status on the selected campaign in Salesforce, the point action adds or subtracts the designated number of points.
In the API (Enable OAuth Settings) section, do the following:
https://subdomain.company.com/integration/Salesforce2/callback, where subdomain.company.com is replaced with your custom domain.Locate Manage Consumer Details and copy the value for Consumer Key and Consumer Secret.
You must specify these values in Campaign Studio while configuring the Salesforce plugin. For more information, see Configuring the plugin in Campaign Studio.
If you try to authorize Campaign Studio immediately after creating the connected app in Salesforce, you might get an error. If so, wait for ~10 minutes and try again. The connected app and its credentials need time to propagate.
In the Features section, perform the following steps:
(Optional) In Fetch only records for SF Lead that meet the following condition, select either Include or Exclude to include or exclude leads who have either a positive or negative value on a boolean field in Salesforce.
If you don’t want to sync all leads, you may want to create a field in Salesforce for Sync to Campaign Studio and update that to a positive value using a Salesforce workflow, based on the criteria you determine.
(Optional) In Push only records for Contacts that meet the following condition, select either Include or Exclude to include or exclude leads who have either a positive or negative value on a boolean field in Salesforce.
If you do not want to sync all contacts, then create a field in Salesforce for Sync to Campaign Studio and update that to a positive value using a Salesforce workflow, based on the criteria you determine.
Email read, Form submitted, Point gained.If the Salesforce account that you’re connecting to is a sandbox for testing purposes, select the This is a Sandbox account checkbox.
For sandbox, ensure that you select this checkbox as sandbox logins have different URLs, such as test.salesforce.com.
In the Lead Field Mapping section, perform the following steps:
From the following available options, select the direction you’d like the data to flow. To ensure that the data gets synced properly, see Field mapping validation.
Unpublish and re-publish the Salesforce plugin.
Once you delete a custom field in Campaign Studio, mapping for that custom field also gets deleted from the Salesforce configuration.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
In the API (Enable OAuth Settings) section, do the following:
https://subdomain.company.com/integration/Salesforce2/callback, where subdomain.company.com is replaced with your custom domain.Locate Manage Consumer Details and copy the value for Consumer Key and Consumer Secret.
You must specify these values in Campaign Studio while configuring the Salesforce plugin. For more information, see Configuring the plugin in Campaign Studio.
If you try to authorize Campaign Studio immediately after creating the connected app in Salesforce, you might get an error. If so, wait for ~10 minutes and try again. The connected app and its credentials need time to propagate.
In the Features section, perform the following steps:
(Optional) In Fetch only records for SF Lead that meet the following condition, select either Include or Exclude to include or exclude leads who have either a positive or negative value on a boolean field in Salesforce.
If you don’t want to sync all leads, you may want to create a field in Salesforce for Sync to Campaign Studio and update that to a positive value using a Salesforce workflow, based on the criteria you determine.
(Optional) In Push only records for Contacts that meet the following condition, select either Include or Exclude to include or exclude leads who have either a positive or negative value on a boolean field in Salesforce.
If you do not want to sync all contacts, then create a field in Salesforce for Sync to Campaign Studio and update that to a positive value using a Salesforce workflow, based on the criteria you determine.
Email read, Form submitted, Point gained.If the Salesforce account that you’re connecting to is a sandbox for testing purposes, select the This is a Sandbox account checkbox.
For sandbox, ensure that you select this checkbox as sandbox logins have different URLs, such as test.salesforce.com.
In the Lead Field Mapping section, perform the following steps:
From the following available options, select the direction you’d like the data to flow. To ensure that the data gets synced properly, see Field mapping validation.
Unpublish and re-publish the Salesforce plugin.
Once you delete a custom field in Campaign Studio, mapping for that custom field also gets deleted from the Salesforce configuration.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Campaign Studio