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:

1. Configuration
   • Creating a connected app in Salesforce
   • Configuring the plugin in Campaign Studio
   • Setting up timelines
2. Ongoing usage
   • Segment filters
   • Form, Campaign, and Point Trigger Actions
   • Points

Creating a connected app in Salesforce

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.

To create a connected app:

1. On the Salesforce Home, click the gear Icon and click Setup.

   
2. Click Apps > External Client Apps > Settings.
3. Enable the Allow creation of connected apps toggle.

4. Click New Connected App.

   

5. In the Basic Information section, do the following:

   
   1. In Connected App Name, specify a name for the connected app. For example, Campaign Studio.
   2. In API Name, set the value to Campaign_Studio. The system populates this field dynamically based on the value specified in Connected App Name.
   3. In Contact Email, specify the email address to which Salesforce can send an email, regarding the connected app.
   4. In Contact Phone, specify the phone number which Salesforce can contact regarding the connected app.
   5. In Logo Image URL, click Upload logo image to upload the image located in this location.

Configuring the plugin in Campaign Studio

To configure the plugin in Campaign Studio:

1. Sign in to your Campaign Studio account.
2. Click the Settings icon on the top right corner and select Plugins.

3. Click the Salesforce plugin. If you see two Salesforce options, select the second one as the first one is the legacy Salesforce plugin.

   

4. In the Enabled/Auth section, perform the following steps:

   

   1. Leave the plugin unpublished until you’re fully ready to turn on the plugin and start syncing data.

      Note

      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.

   2. Specify the values for Consumer id and Consumer secret. You’ll get these values from Salesforce apps page. For more information, see Creating a connected app in Salesforce.

   3. 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.

Field mapping validation

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:

• Field Type: If the data types on the mapped fields are mismatched, Campaign Studio displays a warning. For example, mapping a field with data type string in Salesforce to a number data type in Campaign Studio triggers this warning.
• Field Length: If the maximum length of the field in the source location is longer than the maximum length in the destination, Campaign Studio displays a warning. For example, if the Lead Source field in Salesforce has a maximum length of 255 characters but that field’s maximum length has been reduced to 30 characters in Campaign Studio and you set the direction of the mapping to be bidirectional, you’ll see the warning.

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.

Setting up timelines

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:

• Timeline object
• Timeline link

Timeline object

By using the timeline object feature, you can view the details about activities passed from Campaign Studio to Salesforce, within Salesforce.

To use this feature:

1. Follow the steps mentioned in Creating a custom object.

2. Set the Label to Campaign Studio Activities and Object Name to mautic_timeline.

   

3. Save the changes.

4. In the Custom Fields & Relationships section, click New to create the following custom fields with the mentioned data types:

   • ActivityDate: Date/Time
   • contact_id: Lookup(Contact)
   • Description: Long Text Area(131072)
   • WhoId: Lookup(Lead)
   • MauticLead: Number(18, 0) (External ID)
   • mautic_url: URL(255)
   • ReferenceId: Text(255)

Timeline link

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:

1. Navigate to Object And Fields > Object Manager > Lead > Fields & Relationships.

2. 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.

3. In Campaign Studio, click Settings > Plugins.
4. In the field mapping section, map the custom field that you have created in the first step to the Contact timeline URL field, and set the direction to sync only to the integration.
5. Unpublish and re-publish the Salesforce plugin.

Segment filters

Once the plugin is authorized and published, you can view three Salesforce specific segment filters:

• Is a Salesforce Contact
• Is a Salesforce Lead
• Salesforce Campaign

The Salesforce filters for lead and contact have operators of including/excluding with values of yes/no.

For example,

• To create a segment of any Campaign Studio records that are synced to Salesforce contacts, select Is a Salesforce Contact, Including, and Yes.
• To create a segment of all records which aren’t synced with a Salesforce contact, select Is a Salesforce Contact and Excluding/Yes or Including/No.

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.

Form, Campaign, and Point Trigger Actions

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:

• Create Salesforce task
• Push contact to Salesforce
• Remove from Salesforce campaign

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.

Create Salesforce task

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:

• Name: This is simply a name for the form action. This doesn’t appear in Salesforce.
• Description: Add more details on what the task is. This will not appear in Salesforce.
• Subject: Add a title for the task that indicates what should be done with the record. This is the name of the task that appears in Salesforce.
• Owner: Allow Campaign Studio to assign the task to the record’s owner in Salesforce automatically or assign the task to a specific Salesforce user manually. If you select the Assign to contact owner option but the record doesn’t have an owner in Salesforce, Campaign Studio assigns the task to the selected default owner.
• Priority: Set the priority of the task as high, medium, or low.
• Status: Set the status of the task automatically, based on the statuses available for tasks in your Salesforce configuration.
• Comments: Specify any comments that should appear in the Comments section of the task in Salesforce. This may include steps to complete the task, why the task is assigned, or any other information.
• Due In: Set the number of days in which the task should be completed.
• Remind In: Set the number of days in which a reminder notification (within Salesforce) needs to be sent to the task’s owner/assignee, if the task isn’t completed.

Push contact to Salesforce

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 available fields for this action are:

• Name: Specify the name for the form action. This doesn’t appear in Salesforce.
• Description: Add more detail on what the Salesforce campaign is used for.
• Select Salesforce Campaign: Select the Salesforce campaign to which you’d like to add the lead or contact. The system populates this field with all the active campaigns in Salesforce.
• Select Salesforce Campaign Status: Select the campaign status that triggers the push action. The system populates this field with the available statuses for the selected campaign.

To add a contact to multiple Salesforce campaigns, add multiple form actions.

Remove from Salesforce campaign

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:

• Name: Specify the name for the form action. This doesn’t appear in Salesforce.
• Description: Add more detail about the campaign you’re removing records from and why you’re removing records from that campaign.
• Select Salesforce Campaign: Select the Salesforce campaign you’d like to remove the records from.

Points

Based on the status of a Salesforce campaign, Campaign Studio can add or remove points from a record.

To allocate points for Salesforce records:

1. Sign in to your Campaign Studio account.

2. Go to Points > Manage Actions and click New.

   

3. In Name, indicate a name for the point action that appears in your point action list.
4. In Description, add more detail on the campaign status and the value in adding or removing points based on that status.
5. In Change points (+/-), set the number of points you’d like to add (positive number) or subtract (negative number) based on the campaign status.
6. In When a contact, select Salesforce campaign member change for the Salesforce-specific point action. For more information, see points.
7. In Select Salesforce Campaign, select the campaign that you want to use as the basis for changing points. The system populates this field with all the active campaigns in Salesforce.
8. In Select Salesforce Campaign Status, select the status that triggers the point addition or subtraction to the record. The system populates this field with the available statuses for the selected campaign.
9. Save the changes.

Once a record has the selected status on the selected campaign in Salesforce, the point action adds or subtracts the designated number of points.

Salesforce plugin setup