This guide gives you the information you need to start using your Salesforce data in Mapp Engage.

Prerequisites

Active Salesforce and Mapp Engage accounts.

Before you start

Before you start, we recommend that you take a look at the general Mapp Connect documentation.

DocumentationDescription
BasicsAn overview of the Mapp Connect user interface and available actions.
How-tos

A collection of how-to articles that cover key procedures for Mapp Connect, such as:

  • setting up an integration
  • creating and editing mapping & performing data transformations
  • setting up bulk data imports
  • triggering automated workflows from your external integrations

Procedure

A) Install the Salesforce plugin and connect it with Mapp Engage

DocumentationDescription
Install and Connect the Salesforce PluginThis document shows you, how to establish a connection between Mapp Engage and Salesforce.
Add Mapp Connect component to Salesforce PagesThis document shows you how to add Mapp Connect components to your Salesforce pages. This allows you to send emails directly from Salesforce and use prepared messages without logging into Mapp Engage. 

B) Configure synchronization of contacts

DocumentationDescription

Set up Export from Mapp Engage to Salesforce

This document shows you, how to set up exports from Mapp Engage to Salesforce. This allows you to synchronize contacts and contact attributes.
Import all contacts from Salesforce to EngageThis page shows you how to perform the one-time import of contacts from Salesforce to Engage, after which the data will be synchronized automatically.

C) Create a Campaign

DocumentationDescription
Create Engage campaign type in SalesforceHere you will find instructions about creating campaigns in Salesforce. As a result of this process, all leads, opportunities, and contacts are added to the campaign, and to the group created in Engage under the same name as the Campaign Name.

Related Topics

Salesforce Online Help