DirectSmile Cross Media and Salesforce

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1 DirectSmile DirectSmile Cross Media and Salesforce Guide 2014

2 Salesforce und DirectSmile Cross Media Salesforce und DirectSmile Cross Media Introduction Setting Up a User Account... 3 Entering the User Data... 5 Enter the Password and Security Question... 8 Creating a DirectSmile Cross Media Campaign Data Relation The Right Type Request a Security Token Selecting the Lead Table Linking the Form with the Data Relation Salesforce Finding New Data... 17

3 1.1 Introduction What is Salesforce.com and how can we integrate it into DirectSmile Cross Media? We will explain that now. Salesforce.com Inc. is a global cloud computing company headquartered in San Francisco, California. Though best known for its customer relationship management (CRM) product, Salesforce has also expanded into the "social enterprise arena" through acquisitions (Source: Wikipedia) Thus, it is possible to manage a large amount of customer data. With the help of a data relation, the new lead generation, for example, can be directly forwarded to the CRM system within a DirectSmile Cross Media campaign. This eliminates the manual step of storing such data in a data table first and then importing it into a CRM system. 1.2 Setting Up a User Account You can set-up a test account at any time even without using your own CRM system from Salesforce.com. This way you ll be able to understand the following process. If you do not have an Enterprise account (with Professional you will have to contact Salesforce and request them to unlock the Rest API ) you must at least set-up a Developer or Partner Account. The 30 day trails have limited functionality! In this guide we will be creating and using a Partner Account. You can access the official website under the following link:

4 Fig. Screenshot: Homepages Salesforce.com Partner Community Click on the marked fields.

5 Entering the User Data Next, fill out the form with your company and user data. Fig. The form

6 You ll find the password and security question on the following page. Do not forget your answer, because if you forget your password, this question will be asked. Here is the direct link: A confirmation will be sent to you when you click on the Done button in the following confirmation window.

7 Fig. Registration Receive the from Salesforce Active the user account

8 Enter the Password and Security Question Fig. Confidential Fig. Start-up screen Salesforce

9 First impression: We were successful and are logged in! Now we can create an App. Click on your user name and then on Set-up in the extending menu. Fig. Opening Set-up Click on Manage Apps in the Quick Links area. This is the only correct method, so don t get ahead of yourself and click on the green Add App button, otherwise you won t be able to link a Connected App with DirectSmile Cross Media. Fig. Request Manage Apps Scroll down to the Connected Apps area in the next window and click on New.

10 Enter any application name and more importantly activate the OAuth. To ensure a smooth access, it is best if you enable everything (Full Access) and click on Save. Specify your valid URL as the Callback URL. Please keep in mind that it must be an https address for a secure connection. Please don t forget to save! The next page is important. Here we will receive both of the access keys we need.

11 Don t close the window or log out of this page because we will be needing this key in just a moment.

12 1.3 Creating a DirectSmile Cross Media Campaign We ve finally gotten to this point. Please don t leave the Salesforce website because we will need access to the data from the App in just a moment. In this part, we are going to create a campaign in the DirectSmile Cross Media Designer and link it with Salesforce. For the following example, we are going to create a webpage which will request the visitors to register. The newly gained data will then automatically be written into the Leads table in our Salesforce system. If you do not have any experience in creating DirectSmile Cross Media campaigns, you might want to refer to the manual first or watch the tutorial video on the following website: Fig. Don t use any spaces or special characters when naming your campaigns. Fig. Create a purl page and give it an unambiguous name.

13 Fig. purl page named FirstLogin Fig.2 Create a data relation. Click on the plus button. Data Relation The Right Type Caution! You can only access the CRM table if you have the sufficient licenses. If your selection doesn t allow or doesn t show tables for the integration of Salesforce, please contact your sales representative. Select Salesforce in the opened window. In the next step, transfer all of the information from your still opened Salesforce homepage to the fields of the DirectSmile mask. In Salesforce, the client ID is the Consumer Key and the client key is the Consumer Secret. It will, however, require some effort to get the Security Token, which will be explained in further detail in the next section.

14 Fig. Security Token? Read about it in the next section. Request a Security Token Click on Personal Setup in the left area under System Overview, then on My Personal Information, Reset My Security Token, and then on the sub-button Reset Security Token. You ll receive an with the new Security Token, which you will then copy and paste in the last field Credentials of your Salesforce data relation. Fig. URL for the field Hostname

15 Fig. with Security Token Selecting the Lead Table In our example, we would like to create new Leads and save them in the CRM database. Therefore, you will need to select the Leads table from your CRM database.

16 Linking the Form with the Data Relation Now link all of the entry fields with the columns in your data relation as usual. Please read the chapter Setting Up a Data Relation (chapter: Data Relation page 469) for more information. The manual also discusses how DirectSmile Cross Media synchronizes the data with Salesforce (chapter: Salesforce page 476). Fig. Typical form with links to the columns in the data relation.

17 And the campaign could look like this: 1.4 Salesforce Finding New Data Should you not have had the opportunity to get to know the Salesforce system yet, perhaps this little guide can help you find your current data. Click on the + symbol within your Salesforce user account.

18 Thereafter, click a little further down on Lead. Subsequently, the Salesforce system will show you an overview of your leads.

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