dotmailer for Salesforce installation - Alterations required prior to v1.83

To complete the upgrade from any versions before 1.83, page layouts may need to be amended, a tab altered and a tab added.


Email Studio Tab

If this is labelled as disabled carry out the following.

As Administrator Select Customise My tabs and remove “Email Studio (Disabled)” and replace with “Email Studio”.


Campaigns

Select Related Lists drag Campaign insert Campaign to Email Campaign Link into the layout.

Amend the fields as suggested below.


Email Campaigns

As Administrator Select Edit Layout. To carry out 4 edits:

  • The Preview button allows a Desktop Preview of an Email Campaign directly from within the page.
  • The Advanced button displays the Advanced Email Campaign data option s control, setting of options on existing email campaigns and the removal of unwanted behavioural data on individual Email Campaigns. This is to allow the customer to manage the data that is held within Salesforce at a granular level.
  • Cancel Selected Email Sends button enables the cancelling of scheduled Email Campaign sends
  • Campaign To Email Campaign Link page layout change, this will display any links.

Select Buttons and insert Preview and Advanced as shown.

In the Email Sends related layout select the edit option.

Select Buttons and add the new button Cancel Selected Email Sends.

Select Related Lists drag Campaign to Email Campaign Link into the layout.

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).

Save the layout.


Email 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-column layout.

Insert the Visual force page Email Address book Statistics and set size to height of 300 pixels.

Select Save to update the layout.

To complete an upgrade from any versions from 1.83, Email 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.

Next: dotmailer for Salesforce installation - Alterations required post-v1.83

Have more questions? Submit a request

Comments

Powered by Zendesk