CRM Integration - Swift Digital

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Tel +61 2 9929 7001


Page
1

Fax +61 2 9929 7002


Modified:
April 3, 2012

www.swiftdigital.com.au



Prepared by: Aman Bajwa







CRM Integration

The Swift Digital

suite integrates with Salesforce.com
and Microsoft Dynamics seamlessly
,
g
iving you the best of CRM and Email marketing and event management. By facilitating th
e
easy transfer of campaign lists data into Swift Digital and feeding important campaign report
data back into your CRM you are assured of efficient, reliable and insightful data integration
.



How to activate Integration in Salesforce.com


Go to “Setup” i
n your Salesforce account and reset your security token.

Supply the security token, a working username and password to your account manager or
Support, who will activate integration for you.


Please ensure that the password you supply is set not to expir
e. This is because if the password
expires, the security token does as well, and you will have to supply us with the details again.


Things to be aware of
:


Permission Sets


The security token you supply will be for the username and password that you are
logged in as at the time. This means that we will be able to see those details. If you want
to ensure these details are not visible to us, you will need to create a new profile or
supply a security token for and existing account that is no longer being use
d.

Within this new profile you can limit permissions to prevent some information from being
available using ‘Permission Sets’. If you are using Permission Sets, you must ensure
that the 'API Enabled' column is ticked.


All of the data that you want to be

accessible will need to be set to at least 'Read'.


Restricted IP


If you are restricting your Salesforce account by IP address to prevent users accessing
Salesforce outside of the company network, you will need to add Swift Digital’s web
-
server IP to you
r list of permitted IPs.


The Swift Digital IP address is 203.145.57.164



If you have any questions please email support@swiftdigital.com.au


Tel +61 2 9929 7001


Page
2

Fax +61 2 9929 7002


Modified:
April 3, 2012

www.swiftdigital.com.au



Prepared by: Aman Bajwa




CONTENTS


CONFIGURATION


1. Configuring Salesforce in the Swift Digital suite


2. Adding the Suite as an ifram
e inside Salesforce.


3. Configuring and adding Custom
fields

in Salesforce.


SETTING UP RECORDS AND REPORTING


1. Adding records to Salesforce for a company.


2. Creating a Campaign of contacts for the company.


3. Adding Campaign members to a Campaign


4
. Importing the campaign list into the suite.


5. Event invitation and reporting



Tel +61 2 9929 7001


Page
3

Fax +61 2 9929 7002


Modified:
April 3, 2012

www.swiftdigital.com.au



Prepared by: Aman Bajwa


Configuration

1. Configuring Salesforce

in the Swift Digital Suite


You will need to configure your Salesforce account to work with the Suite. The Suite will
log in to Sal
esforce using a specific Salesforce log
-
in and a security token.


The steps to add your salesforce account into the Swift digital suite are detailed under
the Administration section
.












Fig 1: The Administration section.


Username
: This the email
address for your login into the Salesforce website.


Password
: This entry is same as your password for Salesforce website


Security Token
: This is generated by the Salesforce system upon creating an account
or changing the password.


Two
-
way
: Swift Digital

Unsubscribed and Swift Digital Bounced fields will be
automatically created for Leads and Contacts. You can manage how/where they are
displayed


Update
: The update button updates the login credentials and is different from the
bottom button
to

synchronise

the groups.



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Modified:
April 3, 2012

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Prepared by: Aman Bajwa



You can request a security token from Salesforce:

Click on your name on the top
-
right
corner in Salesforce and navigate to,


Setup ► Personal Setup ► My Personal Information ► Reset My Security Token












F
ig 2
:

Resetting

the Security Token


It is recommended that you set your password to never expire, so that connectivity is
not broken unexpectedly. To do that, navigate
to:


Setup ► Administration Setup ► Security Controls ► Password Policies


F
ig 3
:

Setting Password to never expire




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Modified:
April 3, 2012

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Prepared by: Aman Bajwa


To setup two way communication between the Swift Digital Suite and Salesforce, please
set your preferences by navigating to:


Setup ►

App Setup ► Cu
stomize


Contacts ► Page Layouts


Setup ► App Setup ► Customize

► Leads ► Page Layouts


















F
ig 4
:

Page layouts for Leads and Contacts












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Modified:
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Prepared by: Aman Bajwa

2. Adding Suite as an iframe

inside Salesforce



Salesforce allows customizing tab
s for easy access to different sections including those
related to the Swift Digital.


You can add the Suite as a tab Salesforce:


Setup ► App Setup ► Create ► Tabs ► Web Tabs ► New


Link URL:
http://suitetalking.peoplelogic.com.au/login


F
ig 5
:
Adding a

new tab


After clicking on “New” to create a new web tab, navigate through the four steps,

1.

Choose Tab Layout


second option.

2.

Define Content and Display Properties

Tab type =
URL

Tab Label =
Swift Digital

Tab Name =
automatically

generated


Rest of the se
ttings are according to convenience

3.

Button or Link URL:
http://suitetalking.peoplelogic.com.au/login

4.

SAVE

The new tab should automatically appear on the top right hand side. Click on this tab
and you should see the login page to our suite.


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Modified:
April 3, 2012

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Prepared by: Aman Bajwa

3. Configuring
and adding custom fields in Salesforce


After Salesforce is configured with the Swift Digital suite, the following custom objects
are automatically created.


1.

SDClicked



The document was clicked on.

2.

SDDecline



Registrant was declined.

3.

SDOpened



The docu
ment was opened

4.

SDRegistration



Member was registered for the event.

5.

Swift Digital Bounced


The email bounced

6.

Swift Digital Unsubscribed



The member has unsubscribed.

7.

Email Opt Out



Salesforce member opted out.


These custom objects are created automat
ically, however these need to be added to
Lead/Contacts through the page layout as detailed below.
















Fig 6
:
Adding Cu
stom Objects to Leads and Contac
ts







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Modified:
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Prepared by: Aman Bajwa

Once in “
Page Layout
”:


U
nder “
Leads
”, click on “Edit” for
Lead Layout.
You would noti
ce the list of
buttons on top and the actual “Lead Sample” below.


You will

need to drag and drop these custom objects


PeopleLogic Bounced,
PeopleLogic Unsubscribed, Email Opt Out
, onto the “Lead Sample” below.


On saving these custom objects would appea
r as normal fields with check
-
boxes
next to them. This would be clearer with the help of the figure below.


Don't forget to cl
ick the SAVE button on the top
left corner.


Fig 7:

Adding Custom Objects

to Leads












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Modified:
April 3, 2012

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Prepared by: Aman Bajwa


Similarly click on “
Page Layout
” u
nder “
Contacts
”, click on “Edit” for Contact

Layout and
follow the instructions as above.


The custom objects related to registrations, i.e.,
PLClicked, PLOpened, PLDecline and
PLRegistration

appear only in
Contacts

and would appear after taking the follow
ing
steps.


These custom objects are under the “Related lists” section and need to be dragged and
dropped onto the Contact layout as shown below.



Fig 8
:

Adding Custom Objects to Contacts


After registration these custom objects can show the registratio
n details for a registered
contact. To view these details, you'd need to edit the “Custom object”. Follow the steps
below and use the picture to assist.

Setup ► App Setup ► Create ► Objects ► SDRegistration ► Page Layouts ► Edit ►
Fields


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Modified:
April 3, 2012

www.swiftdigital.com.au



Prepared by: Aman Bajwa



Fig 9: Adding custom fields to custom object.

Please click SAVE after you're done editing the custom object!






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Modified:
April 3, 2012

www.swiftdigital.com.au



Prepared by: Aman Bajwa


Setting up records and reporting

1.
Adding records t
o Salesforce for a company

In Salesforce, in order to Import a bunch of contacts from a file, use

Setup ► Personal Setup ► Import ► Import My Accounts & Contacts.

This would launch the “Import Wizard” which has a step
-
by
-
step process to import
records in
to Salesforce and match the fields. Remember the import wizard has a limit of
500 or fewer records per import.

2.
Creating a Campaign
of contacts
in Salesforce.

On the top click on the tab called “Campaigns” and click on “New”. Enter the asked
information

in the fields and click “Save”.

Fig
10
:

Creating a new campaign


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Modified:
April 3, 2012

www.swiftdigital.com.au



Prepared by: Aman Bajwa


3.
Adding Campaign members to a campaign.

In
a campaign
,

click on “Manage members”, choose an option from this drop
-
down, e.g.
-

Add members
-

Search.
You can add “Leads” or “Contacts” to a
n existing campaign.
After specifying the search criteria, click on “Go!” to show a list of present records.
These records can then be added to the campaign upon selecting the status “Add with
Status
-

Sent or responded”.

Fig 1
1
:

Adding members

4.
Importin
g Campaign members into the Suite.

In the Swift Digital suite, open the Mail House module and cli
ck on the “Import/Export”
tab at

top.
At the bottom of this page you will

notice the section
-

Step 1: Import
Salesforce.com contacts.
Choose the tab “Import”
.

Click on the drop
-
down for
“Campaign” to choose the campaign you created in Salesforce and select “Contacts” in
the second drop
-
down. Click
Import

and follow the steps to import into a new Mail
House group.


Suite ►Mail House ► Import/Export ► Import ► S
tep 1: Import Salesforce.com
contacts




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Modified:
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Prepared by: Aman Bajwa

Fig 12
:

Importing Members into the
Swift Digital
Suite

These contacts would appear in your Mail house group with a unique Salesforce Id,
which is utilized in updating information between

the suite and Salesforce. Yo
u will

need
to click “Update” at the bottom of the groups list to add/update/delete the mail house
groups synchronised with Salesforce.



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Modified:
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Prepared by: Aman Bajwa

Choose a group to import to





















Fig 1
3
:

Choosing a Group to import into

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Modified:
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Prepared by: Aman Bajwa


After importing, visit Events
. Create an event. Ensure that the registration close and
event start/end are in the future.


F
ig 14
:

Creating an Event


Create a document in the event, by clicking on the Add Document button.

Fig 1
5
:

Adding a Document to an Event


Add a registration lin
k to the document, then save and exit.


Fig 1
6
: Adding a Registration Link to a Document



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Modified:
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Prepared by: Aman Bajwa


Click on the Publish button. Choose to publish the event to the mail group that you
imported the Salesforce people into.

Fig 17
: Publishing


When these people reg
ister, a PLRegistration object will be created. In Salesforce, you
will be able to add this as a tab/to the contact's page layout, or as a report.











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Modified:
April 3, 2012

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Prepared by: Aman Bajwa


5.
Event invitation and reporting.


Using the “Events” Module in the Swift Digital suite, create a
n event and to publish to
the Mail house group which has the recently imported Salesforce campaign members.
When these members receive the invitation and register for the event, it is included in
the reports in the Events Module.

The report would show the

clicks, opened and declined statuses etc for the event
amongst other things.


Some of the same information is reflected in Salesforce for these members using the
“Custom Objects” as described earlier. If a member registers successfully then the
PLRegistra
tion check
-
box would show a tick mark and similarly when opened, clicked
on or declined the invitation.


To view the report for Suite related information in Salesforce, one needs to create a
“New report” as follows.


Reports ► New Report... ► Other report
s ► Create


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Modified:
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Prepared by: Aman Bajwa

Fig 18
:

Creating the Report



After the report is created, you'd need to drag and drop fields onto the report and then
run the report. There is an option to save the report with the “Save” button.


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Modified:
April 3, 2012

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Prepared by: Aman Bajwa


Fig 19
:

Adding Fields to the Report