dotmailer for Salesforce Installation Guide Winter 2015 Version

Transcription

1 for Salesforce Installation Guide Winter 2015 Version

2 Page 1 CONTENTS 1 Introduction 2 Browser support 2 Self-Installation Steps 2 Checks 3 Package Download and Installation 4 Users for Automation 8 Permissions Sets 8 Customising Existing Page Layouts 11 Configuration Wizard 22 Terms and Conditions 23 Access to Salesforce Data 24 Link to Marketing Automation Account 27 Link Users 30 Studio 32 Link Additional accounts 33 Link Additional Users 35 Package Upgrade 37 Alterations required prior to Version Alterations required post Version Frequently Asked Questions 48

3 Page 2 Introduction The purpose of this guide is to assist with the installation of the dotmailer integration with Salesforce.com and setting up the user configuration. The Self-Installation Step section includes pre-requisites that are required for the installation. Browser support For all browsers you must enable JavaScript, cookies, and SSL 3.0. A screen resolution of 1024 x768 or greater is recommended Microsoft Internet Explorer versions 7, 8, 9, 10 and 11 If you use Internet Explorer, we recommend using the latest version. Apply all Microsoft hotfixes. Note these restrictions: The compatibility view feature in Internet Explorer is not supported. The Metro version of Internet Explorer 10 is not supported. Mozilla Firefox, most recent stable version Google Chrome, most recent stable version Google Chrome Frame plug-in for Microsoft Internet Explorer 6 and 7 Apple Safari version 5.1.x on Mac OS X Salesforce.com makes every effort to test and support the most recent version of Firefox. Google Chrome applies updates automatically; salesforce.com makes every effort to test and support the most recent version. Chrome is not supported for the Console tab or the Add Google Doc to Salesforce browser button. Supported plug-in for Internet Explorer 6 and 7 only. Google Chrome Frame applies updates automatically; Salesforce supports only the most recent version. Chrome Frame plug-in is not supported for the Service Cloud console or Forecasts. There are no configuration recommendations for Safari. Apple Safari on ios is not supported. Safari is not supported for the Salesforce CRM Call Center CTI Toolkit or the Service Cloud console.. Self-Installation Steps The installation and configuration is broken up into a number of sections, for the installation to be successful the correct Salesforce user should be observed. Not all Settings/Options are relevant to Salesforce Professional installation and configuration. These are highlighted in this guide and marked. Not Applicable to Salesforce Professional

4 Checks Page 3 If you or your CRM consultant has decided to conduct the installation of the Integration then the steps below should be followed carefully to ensure that the Marketing Automation Application is correctly installed and any existing customisations are unaffected. Prerequisites Check List Action 1. Supported Salesforce Account Completed Notes 2. Administrator Access to support installation 3. from dotmailer with URL to Get Started page with QuickLink Code Supplied by Activations Team 4. Validate dotmailer Accounts Login to dotmailer to validate each user to be used with the integration Install Check List Action User Guide section Completed 1. Download dotmailer for Admin Salesforce App 2. Login to Salesforce Admin Package Download and Installation Notes 3. Install Package Admin 4. Nominate Service (API access) and Marketing users 5. Apply User Permission (all Marketing Automation Admin Admin Users for Marketing Automation Permission Sets users) 6. Update Page layouts Admin Customising Page Layouts 7. Configuration Admin Initial Configuration 8. Access to Salesforce Data API Service Configuration Wizard (Step 2) 9. Use system Marketing Studio and User Guide

5 Package Download and Installation The following instructions will need to be performed as the Salesforce system administrator. This allows the package to install correctly into Salesforce and allows the creation of users of the application if they are not already present within Salesforce. Login to Salesforce as admin user Use the supplied link to access the Get Started Page Page 4 Review the installation video. Click Install Now to start the installation process. Download the Salesforce Integration Package and review prior installation. Click Submit and follow the on screen instructions.

6 Page 5 Select Continue Click Next to Continue.

7 Page 6 Select the level of security required for the Marketing Automation integration (minimum allowable). For most installations the security level can usually set by the user s profile. Not Applicable to Salesforce Professional. By adding Full Access to each relevant user profiles (such as Marketing User), the users will have access to the application. It will still be necessary to assign a permission set to each user (as covered in the Permission Sets sections). Click Next to Continue. Press Install if you wish to proceed to install the Integration, select Previous or Cancel if required..depending on the notification settings in Salesforce you may see the following screen and receive an update regarding the installation.

8 Page 7 Installation will take a few minutes, when the installation is complete, the following screens are displayed. The Marketing Automation application is now available, for setup and configuration. Selected Marketing Automation, from the App menu in the top right hand corner of the screen.

9 Users for Automation The Marketing Automation application has been designed to allow users of the system to have different levels of access. The system requires a single API service user and then as many standard and read only users as required. All users that wish to use the Marketing Automation app will need an Marketing permission set applied. API Service User Page 8 The user that is allocated for the API Server user for the Marketing Automation will require permission to allow the creation of data within Salesforce from the Marketing Automation application. This user must run part of the configuration wizard allowing the interchange of data between Salesforce and the Marking application. This can be a Salesforce Administrator user, or a separate user especially used for Marketing Automation installation. All API access to Salesforce is recorded against this user. If any of initial configuration is carried out by a user who insignificant permission or has the Standard User marketing permission set applied, then the application will not perform as expected. The API Service user s permissions are adequate to configure the Marketing Automation application and enable the API to handle the data requests. If the API Service user needs to be able to fully run and use Marketing Automation application, then the Standard User permission set should also be applied, they will also need to mapped to an Marketing Automation user. Standard Users All standard users for Marketing Automation application will need to have the correct permission applied, without this they will not have the correct rights to system and will not be able to create/edit any Marketing Automation data and may not be able to see the App. Read Only Users Users that do not require the ability to edit the Salesforce data for the Marketing Automation Apps should be assigned the Read Only Access permission. Permissions Sets The installation is provided separate permission sets, each user account that requires access to use Marketing Automation must have one of the sets applied.

10 Page 9 Marketing - Administrator is used to by the Marketing Automation system to access the Configuration tab to configure users and set scheduling and synchronisation settings. Marketing - API Service is used to by the Marketing Automation system to access the Salesforce API and required objects. This must be applied to the user who is installing the application. Marketing - Standard Access is used to allow a Salesforce user to have standard read-write access to Marketing Automation data. Marketing - Read Only Access this does not allow any editing of the Salesforce data from within the Marking app. Assigning Permission sets As previously stated, the system requires an API service user, for the creation of the link between Salesforce and Marketing Automation. The API Service permission set must be applied to this user account, if this is not applied to the service user the integration between Salesforce and the Marketing Automation application will not be available. Carry out the following for each Marketing Automation user, choosing the appropriate permission set. From Managed Users > Users Select the API service user (or create one) Scroll down to the Permission Set Assignments Click Edit Assignments Add the Marketing API Service to the Enabled Permission Sets table

11 Page 10 Click Save, the system will return to the User detail screen. For each of Marketing Automation a permission set should be applied according their need. Most accounts should have the Standard Access set applied unless read only access is required.

12 Following the installation, three standard Salesforce pages will need to be amended to allow the Marketing Automation package to be fully integrated. The Campaigns, Contacts and Leads page layouts require modification. Page 11 DO NOT USE ANY LAYOUT MARKED ( MARKETING), these have been supplied for demonstration use only. Customising Existing Page Layouts As Salesforce System Administrator, select Setup Campaign page layout In the quick find area type Campaigns, then select the Page Layouts to display the layout screen. Choose the required Page Layout and Select Edit

13 Page 12 Select Buttons Now drag Link to Address Books to the Custom Buttons area as shown Click Related Lists

14 Page 13 Now drag Campaign to Campaign Link and Address Books into the main area at the bottom of the list. This will install the Campaign to Campaign Link and Address Books layout at the bottom of the Campaigns page as shown below Click on the Related List Icon for the Address Books layout Use the Add and Remove arrows to edit the list to the suggested layout

15 Page 14 Expand the buttons dialogue Un-check the New button. Click OK Use the Add and Remove arrows to edit the list to the suggested layout Select Save The following screen is displayed; select Yes to amend the related list of the users customisations. The Screen will indicate that related lists have been updated. This concludes the installation of the campaign page layout

16 Contacts page layout The page layout will need to be modified by adding three buttons and all or some of the following related lists elements Page 15 Campaigns Clicks Page Views ROI Social Bookmarks Suppressed Contacts Forms Choose any contact and select the Edit Layout button Select the Application from the list and choose the Contact tab(s) that will be used Select Buttons drag Engagement Timeline, Social Insight and Add to Automation Program into Custom Buttons layout Select Related Lists

17 Page 16 For each list that is required for the contact page, it will need to be selected and dragged into the list area at the bottom of the screen. Insert the list in the order required. If all of the Marketing Automation lists are added to the page it will look as shown below. For each of the layouts, un-check the New button and amend the fields as suggested below. Suggested Selected Fields

18 Page 17 Click Save to make the changes to the application and confirm the customisation. This concludes the installation of the contact page layout

19 Leads page layout The page layout will need to be modified by adding three buttons and all or some of the following related lists elements Page 18 Campaigns Clicks Page Views ROI Social Bookmarks Suppressed Contacts Forms Choose any contact and select the Edit Layout button Select the Application from the list and choose the Lead tab(s) that will be used Select Buttons drag Engagement Timeline, Social Insight and Add to Automation Program into Custom Buttons layout Choose any lead and select the Edit Layout button Select Related Lists

20 Page 19 For each list that is required for the Leads page, it will need to be selected and dragged into the list area at the bottom of the screen. Insert the list in the order required. If all of the Marketing Automation lists are added to the page it will look as shown below. For each of the layouts, un check the New button and amend the fields as suggested below.

21 Page 20 Suggested Selected fields

22 Page 21 Select Buttons drag Engagement Timeline, Social Insight and Add to Automation Program into Custom Buttons layout Click Save to make the changes to the application and confirm the customisation. This concludes the installation of the leads page layout

23 Configuration Wizard Configuration is required to establish links between Salesforce and Marketing Automation. Page 22 When a link is to be made to an existing Marketing Automation account, the use of the QuickLink code is secure and fast. If the link is to a new demo Marketing Automation account, the wizard will create the necessary user credentials. The wizard will guide you through four steps to configure the system for an initial user. From the Configuration tab, in option 1, Click Terms & Conditions.

24 Step 1. Page 23 Terms and Conditions Read and agree to the terms and conditions to proceed. The full terms and conditions can be displayed in a window if the View Full Terms and Condions button is clicked and a valid QuickLink code entered. If an invalid QuickLink code is entered the following is displayed If you do not agree to the terms and conditions then the application will not be configured and Marketing Automation will not be available as a Salesforce application. Click Agree & Continue to continue. After the screen has closed the first part of the wizard is shown as complete.

25 Step 2. Page 24 Access to Salesforce Data Allow access to your Salesforce data The Organisation ID and Display Name will be auto filled from your user data, the Display Name can be modified as required. (Display Name is based on Salesforce Organisation Name) The Test Authentication button checks that the current user has the correct access perrmissions set and the user can log in, if they have not been set or are invalid, the following will appear. Select the Allow this application button to continue with configuration. You will be asked to confirm that you agree to the access of your Salesforce data.

26 Page 25 Once the OK button has been clicked the following screen is displayed. It will show the logged in user. Carry out the following steps as the Service user. The first time that the Configuration tab is selected the user is presented with a wizard that validates and prepares the account in Salesforce and the Marketing Automation program. This user must have had the service permission set applied. Clicking Allow starts the authorisation process, once this is complethh e.

27 The following screen is displayed. Page 26 Click Close to complete stage 2 of the wizard, the Authentication details can be checked and the details displayed if required. After the screens have been closed the scecond part of the wizard is shown as complete..

28 Step 3. Page 27 Link to Marketing Automation Account Create a link to an Marketing Automation Account The screen has options for linking to either an existing Marketing Automation account, or to a new demo account. When linking to an existing account your will need to use the provided QuickLink QuickLink method QuickLink code supplied Enter the QuickLink code and select Next. The screen will show the Marketing Automation Account Address that the QuickLink has been created for. It also shows Account Name that will be used for display purposes when a Salesforce user has been linked to a Marketing Automation account. This is name has been copied from the Company name in Marketing Automation and can be edited if required.

29 Page 28 If the account is correct, select Finish to complete the Link New Account process, Saving is displayed briefly and the following screen is then shown.

30 Create a new Marketing Automation Account When no QuickLink code is supplied, demo accout created. This Page 29 When Create new account option is selected, some details are auto filled from the Salesforce user data, this can be edited before clicking Next to continue the linking to your Marketing Automation account. The is checked for validity within the Marketing Automation application. A secure user password needs to be entered and confirmed The IP address is displayed, it is used as part of authentication of the user s credentials Click Close to return to the main Configuration screen, this will now display the Linked Marketing Automation Accounts When the details are acceptable, Saving will be briefly displayed and then the following screen is displayed.

31 Page 30 When the linking of an Marketing Automation account has been successful this will complete the third stage and the wizard returns to Welcome Marketing Automation screen Step 4. Link Users Link Marketing Automation users to Salesforce Users In the final part of the wizard any existing Marketing Automation user accounts can be linked to Salesforce users (this includes an User created in the previous step).at a minimum one user must be linked. For each User Account that is displayed, it is possible to link it to an appropriate Salesforce User by selecting them from the drop down list, or start typing any part of user in the Filter area, and the list will reduce in size. SSO indicates that the Single Sign-On capability of logging into Marketing Automation from within Salesforce will be available for this user. Linked users can be de-activated by un-checking the tick, Permissions can also be controlled if required. Click Close to complete the forth part of the wizard. When all four steps have been completed the following screen is displayed.

32 Page 31 Click the Setup Complete button. The Initial Configuration Complete screen is displayed showing the Salesforce user and Organisation. Log out of Salesforce. Any of the Linked users will now be able to use Marketing Automation (the use of Studio tab will require a onetime only password to be entered.).

33 Studio NOTE Page 32 When there are no Linked users (Marketing Automation user to Salesforce user) selecting the studio tab will produce a warning message. Each user that wishes to use Marketing Automation will need the correct permission set applied, they will also need to be linked to User account, this can be carried out by: Configuration > Actions > Manage Users The Marketing Automation for Salesforce User Guide explains the use of the Marketing Automation application from a user s perspective.

34 Link Additional accounts Page 33 When additional Accounts want to be linked to the same Salesforce installation, additional QuickLink codes are required, one for each additional account. This allows the campaigns and address books to be segregated. There is no need to download the guides or package again, page layout changes are not usually required. Users of Salesforce for the additional accounts will still require a permission set applied (Marketing user) Select the Configuration tab and then click the Account Linking Enter the QuickLink code provided for the additional Market Confirm the Account Address correct, the Account Name can be edited if required. Click Finish, when the results have been saved, the following screen is displayed.

35 Page 34 Close the window The configuration tab will now display the additional Marketing Automation account. For the additional Marketing Automation Account select Actions > Manage Users Select a suitable Salesforce user to be linked to the displayed Account User. Close the window when the linking is complete. Check the following pages from the Actions area (the settings are unique per account) Account setting Field mappings Options (Schedule and Data options) Following the introduction of another linked account, the user will need to select the correct account from a dropdown list when making a link between a Salesforce Campaign and an Address book

36 Link Additional Users User management can be used when additional Salesforce users are needed to be linked to Marketing Automation users. This is also used to change the users permissions.to access certain tabs and functions Page 35 Depending on the number of standard managed users in Marketing Automation Application, the Account list may contain one or more users. Each User Account can only be linked to one Salesforce User. If you wish to change the linking from one User to another to another Salesforce User, use the Clear button next to the initial Salesforce User name before selecting from the drop down list for the other Mail user. Using the account user for the Client, this can be link to any of the Salesforce user account available from the drop down list. Click Save to create the link. Once the link has been made, the association will be shown in the screen. When accounts have been linked, they are set as Active. If they are deactivated, the login through Studio will need to be re-established. Permissions The access and use of a number of tabs, buttons and actions can be controlled for each user. As default they are set according to the permission set applied to the user. The Configuration tab is usually controller by the administrator.

37 Page 36 When the item is unchecked and is then selected, the following messages are displayed Studio Tab Configuration Tab Actions Button Account Linking Addressbook Saving Addressbook Synchronising Campaign Sending Campaign Synchronising Addressbook / Campaign Linking

38 Package Upgrade When a newer version of the Salesforce Package is detected, the Configuration tab will display a notification. The update can only be installed by a system administrator. Page 37 Selecting the link will display the Update Package page. This displays your installed version and the available update version, it allows the viewing/download of various documents. Selecting the button that is relavant to your installation will start the download,the Saleforce package installer will then follow. The Package Update Details are displayed, verify and continue if required.

39 Page 38 The Upgrade wizard will guide the installation Select the option required (Automatic renaming is suggested) Check and approve the API Access to allow the upgrade to continue. Select a relevant security level, (usually user access set by profile)

40 Change the required users to Full Access Page 39 Click Install to continue the Package upgrade This completes the Package upgrade

41 Alterations required prior to Version 1.83 Page 40 To complete the upgrade from any versions before 1.83, page layouts may need to be amended, a tab altered and a tab added. Studio Tab If this is labelled as disabled carry out the following As Administrator Select Customise My tabs and remove Studio (Disabled) and replace with Studio. Campaigns Select Related Lists drag Campaign insert Campaign to Campaign Link into the layout Amend the fields as suggested below.

42 Page 41 Save the layout Campaigns As Administrator Select Edit Layout. To carry out 4 edits The Preview button allows a Desktop Preview of an Campaign directly from within the page. The Advanced button displays the Advanced Campaign data option s control, setting of options on existing campaigns and the removal of unwanted behavioural data on individual Campaigns. This is to allow the customer to manage the data that is held within Salesforce at a granular level. Cancel Selected Sends button enables the cancelling of scheduled Campaign sends Campaign To Campaign Link page layout change, this will display any links. Select Buttons and insert Preview and Advanced as shown In the Sends related layout select the edit option Select Buttons and add the new button Cancel Selected Sends Select Related Lists drag Campaign to Campaign Link into the layout

43 Page 42 Amend the fields as suggested below. Deselect the New button. In Data Options, select Visualforce Pages Insert Blank Space in the 4 positions shown Amend the fields as shown (2 additions, 5 replacements)

44 Page 43 Save the layout Address Books As Administrator Select Edit Layout. Select Visualforce Pages Insert a new section above System Information. Give the name of Statistics and choose the 1-colum layout Insert the Visual force page Address book Statistics and set size to height of 300 pixels

45 Page 44 Select Save to update the layout. To complete an upgrade from any versions from 1.83, Address Book page layout, Contact/Lead page layouts may need to be amended, and a new Tab may be required (Forms). NOTE: Not all features may be available on all accounts. Please contact your account manager for details

46 Alterations required post Version 1.83 Page 45 Address Books As Administrator Select Edit Layout. Select Buttons drag Advanced into the Custom Buttons layout. Select Related List drag Forms into layout Save the layout Contact and Lead As Administrator Select Edit Layout. Select Buttons drag Engagement Timeline, Social Insight and Add to Automation Program into Custom Buttons layout

47 Page 46 Select Related List drag Form Responses into layout Edit the layout as shown Save the layout and Repeat for Leads. Forms Tab As Administrator Select Customise My Tabs Select Buttons drag Advanced into the Custom Buttons layout

48 The suggested final position is immediately before the Configuration tab. Page 47 You may wish to set the Forms Data Option to only synchronise the Forms and not Responses before the first synchronisation. This will restrict the data import to a minimum for all historical Forms and their associated Responses. After the first synchronisation setting the options to both Forms and Responses will ensure that all future Form data going forward will be fully imported.

49 Frequently Asked Questions Page 48 Do I have to create a Service User account? The system requires a single user account to be used for the API service from Marketing Automation. This account has to have sufficient privileges.these are provided in the API Service Account a permission set, this must be applied by the Salesforce administrator. A dedicated user (or any Administrative user ) can be used, it can be any user account that the customer wishes to use, it is essential that the service account permission set is applied. Do I have to create Marketing Automation Users? Any user can have the appropriate permission set applied, this will enable them access to application. Why does the Configuration Tab display Session Expired? If the Configuration Tab displays the message below (and the session time has not expired). As Administrator ensure that the Lock sessions to the IP address from which they originated is not Checked. You will need to logout and back, for the changes to correct the issue.

50 Page 49 Marketing Automation does not appear in App menu If after installation a user does not have access to the Marketing Automation application, it can be resolved by the administrator creating a specific permission set and applying it to that user (or any others that cannot see the Marketing Automation App) Login as Salesforce Administrator and navigate to Permission Sets, and clone an existing one. Enter Label, API Name and a description. Click Save Select the Assigned Apps and click Edit Click Edit and then add ddm,marketing Automation to Enabled Apps (may show as ddm. Marketing)

51 Page 50 Click Save Apply the new permission set to any users that do not have the app available (as well as the relevant user permission) Engagement Timeline and/or Social Profiles are not available If after installation a user does not have access to the Engagement Timeline or Social Profiles, it can be resolved by the administrator creating a specific permission set and applying it to that user (or any others that cannot see the buttons) Login as Salesforce Administrator and navigate to Permission Sets, and clone an existing one ( perhaps Marketing Read only).

52 Page 51 Enter Label, API Name and a description. Click Save Select the Visualforce Page Access and click Edit

53 Page 52 Click Save Apply the new permission set to any users that do not have required buttons How can I change the field layout of a related list? If has been found that on some installations that after the Marketing Automation page layouts have been installed, the related lists are not as intended. This can apply to the following layouts. Campaigns Leads Contacts These issues can be identified and then resolved by checking the layouts All changes need to be made by the system administrator. For each page that is affected, click the Edit Layout Navigate to the bottom of the page, and then click on the Related List Icon for the layout

54 Page 53 Use the Add and Remove arrows to edit the list to the suggested layout Click OK to apply the changes Then Save to complete the changes to the complete page The above procedure should be followed for each of the pages that are identified as being incorrect. Campaigns Incorrect

55 Suggested Selected fields Page 54 Correct

56 Page 55 Contacts and Leads Incorrect Un check the New button and amend the fields as suggested for each of the layouts. Suggested Selected fields

57 Page 56 Edited pages should now display data. Why are buttons missing from Contact and Lead Layouts? The Package upgrade to version 2.30 and later does require changes to the page layouts. These are all documented in the Package upgrade section in this Guide. Why does the Advance Button not appear on Address Books? The Package upgrade to version 2.30 and later does require changes to the page layouts. These are all documented in the Package upgrade section in this Guide.