Update Salesforce records with data stored in Emma.
Create Salesforce contacts or leads from Emma audience members.
When you add a Salesforce contact or lead record we send over a name and email address. You might want to send over more Salesforce data to allow email personalisation or list segmentation. To do this Emma allows you to create custom fields on your subscriber lists. These fields can be updated with Salesforce data using our integration. You can also pass data back from Emma to Salesforce and even Create Salesforce records.
Field mapping vs Import wizard
Our integration offers two ways to update custom fields in Emma with Salesforce data. The easiest (and recommended) option is to use our import wizard which combines importing records and mapping custom fields in one simple flow. It also allows you to work with any Salesforce object.If you are working with contact or lead records and prefer to add a record manually (via the add contact/lead buttons or via process builder) you'll need to setup field mappings which is explained below, if you want additional information to pass to Emma.
Field mapping
To choose which data is synced between Emma's custom fields and Salesforce contact and lead records:
In Salesforce go to the Emma standard app.
Click on the Emma tab.
Click on Field mappings. Below are instruction depending on which direction you want mappings to go.
Map Salesforce to Emma
To sync Salesforce contact and lead records to Emma custom fields:
Click Edit thisunlocks the page
If you have custom fields already in Emma these will appear. If you need to create a new mapping click on New field. If you already have a field click on the dropdown icon.
Choose a value from the Contact or Lead pick list and then click Select. By default the direction will be set to Salesforce to Emma.
Repeat this process if necessary and when finished click Save.
Map Emma to Salesforce
To update Salesforce based on Emma changes:
Click Edit thisunlocks the page
If you have custom fields already in Emma these will appear. If you need to create a new mapping click on New Field. If you already have a field click on the dropdown icon.
Change the direction to Emma to Salesforce then select a value from the Contact or Lead pick list. Optionally you can choose to enter a default value. Default values will be used when no value exists in Emma. Finally click Select.
Repeat this process if necessary and when finished click Save.
If you have chosen to create Salesforce contacts or leads an additional checkbox will appear when mapping in the direction of Emma to Salesforce. If you choose to enable option values will only be used to update a Salesforce record when they are first created.
Bi-directional sync
You can use custom field mappings in the direction of Emma to Salesforce to update Salesforce every hour by default.
You can then use our Import wizard to update Emma. The import wizard can be scheduled to run as often as every hour of every day.
It is worth noting there is no conflict resolution. Field mappings will update Salesforce every hour (by default), the import wizard will update Emma according to the schedule a user has set.
Full Refresh of mapped fields
Perform a full refresh on the mapped fields by clicking on Retrospective sync button. This will bulk update any mapped fields from Salesforce to Emma.
Next Steps
Below are two articles that are recommended reading and the best next steps.
