dotmailer for Salesforce installation - Downloading and installing the package

Summary

This article outlines the steps that need to be followed and the tasks that need to be undertaken to successfully download and install the dotmailer for Salesforce installation. 

Steps to download and install the package

To download and install the package, you'll need to:

1. Log into Salesforce as a system administrator. 

The installation needs to be performed as a Salesforce system administrator for two key reasons:

  • to ensure the package installs fully and correctly into Salesforce
  • to ensure you have the required permission level to let you create users if they're not already present within Salesforce

2. Use the 'get started' link (which is supplied to you via email) to access the 'Get Started with dotmailer for Salesforce' page.

This page also has links to a short installation video, our installation support articles, our user guide support articles, and our release notes. 

3. Click Install Now to start the installation process.

4. The 'Install Marketing Automation for Salesforce' screen will provide a choice of installing for admins only, installing for all users or installing for specific profiles. 

Makes sure 'Install for admins only' is selected and click Install.

The package will begin installing, and will take a few minutes to complete.

5. A message will confirm when installation is complete. Click Done.

6. From within Salesforce, select Marketing Automation (this may read 'Email Marketing' or 'dotmailer' depending on the installed version) from the app menu in the top right corner.

Permissions sets

The installation is provided with separate permission sets. Each user account that requires access to use Marketing Automation must have one of the sets applied.

Email Marketing - Administrator is used to access the 'Configuration' tab to configure users and set scheduling and synchronisation settings.

Email Marketing - API Service is used to access the Salesforce API and required objects. If you're installing the package, this needs to be applied to you. If it's not you, then it needs to be applied to whoever is installing the package.

Email Marketing - Standard Access is used to allow a Salesforce user to have standard read-write access.

Email Marketing - Read Only Access doesn't allow for any editing of the Salesforce data from within the package.

Assigning permission sets

To assign the correct permission sets to users, click on Setup and then Manage Users > Users in the side panel.

Select a user, or create a new one by clicking on New User.

To assign a permission set, scroll down to Permission Set Assignments and then click on Edit Assignments.

Add the appropriate permission sets to the 'Enabled Permission Sets' table using the arrows. As a system administrator, you should add 'Administrator'. If you want to use the package too, add 'Standard Access' too.

For each package user, a permission set should be applied according to their need. 

Most accounts should have the 'Standard Access' set applied unless read-only access is required.

Once happy, click Save. You'll be returned to the 'User Detail' screen.

Customising existing page layouts

Following the installation, three standard Salesforce pages will require amendments to allow the package to be fully integrated - Campaigns, Contacts and Leads.

Campaign page layout

In the quick find area, type 'campaigns' and then select Page Layouts to display the layout screen.

Click on Edit next to the required page.

Select Buttons.

Now drag Link to Email Address Book to the 'Custom Buttons' area as shown.

Using Lightning?

If so, you'll need to go to Campaigns, and, provided you have campaigns listed, drill down into one, then click on the Setup cog in the top right corner and click Edit Page. This will open up customisation for the page. In the side panel, under 'Custom - Managed', drag and drop Campaign button into an approriate place (we suggest into the right-hand side column). Once happy, click Save.

Visit Saleforce's Lightning Experience Info Center to read more about the Lightning Experience.

Next, click Related Lists.

Now drag Campaign to Email Campaign Link and Email Address Books into the main area at the bottom of the list.

This will install the Campaign to Email Campaign Link and Email Address Books layout at the bottom of the 'Campaigns' page as shown below.

Click on the Related List Properties icon (the spanner) for Email Address Books.

Use the Add and Remove arrows to edit the list to the suggested layout. Use the Up and Down arrows to change the selected fields order.

Next, expand the Buttons dialog.

Untick the New button.

Click OK.

Next, click on the Related List Properties icon (the spanner) for 'Campaign To Email Campaign Link', following the same steps above and using the Add and Remove arrows to edit the list, with the suggested layout being the 'Email Campaign' field. Use the Up and Down arrows to change the selected fields order.

Click OK.

Next, select Save just under Campaign Layout.

The following dialog is displayed. 

Select Yes to amend the related list of the users’ customisations.

After doing so, you'll be taken back to the 'Campaign Page Layout' screen.

Contacts page layout

The page layout will need to be modified by adding three buttons and the following related lists:

  • Email Campaigns
  • Email Clicks
  • Email Page Views
  • Email ROI
  • Email Social Bookmarks 
  • Form Responses
  • Suppressions

In the quick find area, type 'contacts' and then select Page Layouts to display the layout screen.

Click on Edit next to the required page.

Select Buttons.

Now drag Add to Automation Program and Engagement Timeline into the 'Custom Buttons' area.

Using Lightning?

If so, you'll need to go to Contacts, and, provided you have contacts listed, drill down into one, then click on the Setup cog in the top right corner and click Edit Page. This will open up customisation for the page. In the side panel, under 'Custom - Managed', drag and drop Lead and Contact buttons into an approriate place (we suggest into the right-hand side column). Once happy, click Save.

Visit Saleforce's Lightning Experience Info Center to read more about the Lightning Experience.

Next, select Related Lists.

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 lists in the order suggested.

If all of the lists are added to the page, it will look as shown below.

For each of the related lists, expand 'Buttons', untick the New button and amend the fields as suggested below.

The suggested 'Selected Fields' are as follows:

  • Email Campaigns - Email Address, DateTime Sent, Email Campaign, Email, Opens, Page Views, Clicks, Hard Bounced, Soft Bounced, Date Last Opened
  • Email Clicks - Email Address, Date Clicked, Email Campaign, Keyword, Ip Address, Url 
  • Email Page Views - Email Address, Date Viewed, Email Campaign, Url 
  • Email ROI - Email Address, Marker, Email Campaign
  • Email Social Bookmarks - Email Address, Social Name, Views, Email Campaign
  • Form Respsonses - Email Address, Date Completed, Form, Is Complete
  • Suppressions - Email, Reason, Email Account, Date Suppressed

Click OK.

Next, select Save just under 'Contact Layout'.

The 'Overwrite Users' Related List Customizations' dialog will display again. Click Yes to make the changes to the application and to confirm the customisation across your users.

After doing so, you'll be taken back to the 'Contact Page Layout' screen.

Leads page layout

The page layout will need to be modified by adding three buttons and the following related lists:

  • Email Campaigns
  • Email Clicks
  • Email Page Views
  • Email ROI
  • Email Social Bookmarks
  • Forms Responses
  • Suppressions

In the quick find area, type 'leads' and then select Page Layouts to display the layout screen.

Click on Edit next to the required page.

Select Buttons.

Now drag Add to Automation Program and Engagement Timeline into the Custom Buttons area.

Using Lightning?

If so, you'll need to go to Leads, and, provided you have leads listed, drill down into one, then click on the Setup cog in the top right corner and click Edit Page. This will open up customisation for the page. In the side panel, under 'Custom - Managed', drag and drop Lead and Contact buttons into an approriate place (we suggest into the right-hand side column). Once happy, click Save.

Visit Saleforce's Lightning Experience Info Center to read more about the Lightning Experience.

Next, click select Related Lists.

Just as with the contacts page, each list that is required for the leads page will need to be selected and dragged into the list area at the bottom of the screen. Insert the lists in the order suggested.

If all of the lists are added to the page, it will look the same as 'Contacts' (screenshot above).

For each of the related lists, expand 'Buttons', untick the New button and amend the fields as suggested below.

The suggested 'Selected Fields' are:

  • Email Campaigns - Email Address, DateTime Sent, Email Campaign, Email, Opens, Page Views, Clicks, Hard Bounced, Soft Bounced, Date Last Opened
  • Email Clicks - Email Address, Date Clicked, Email Campaign, Keyword, Ip Address, Url 
  • Email Page Views - Email Address, Date Viewed, Email Campaign, Url 
  • Email ROI - Email Address, Marker, Email Campaign
  • Email Social Bookmarks - Email Address, Social Name, Views, Email Campaign
  • Form Responses - Email Address, Date Completed, Form, Is Complete
  • Suppressions - Email, Reason, Email Account, Date Suppressed

Click OK.

Next, select Save just under 'Lead Layout'.

The 'Overwrite Users' Related List Customizations' dialog will display again. Click Yes to make the changes to the application and to confirm the customisation across your users.

After doing so, you'll be taken back to the 'Lead Page Layout' screen.

Your required page customisation is complete.

Next: dotmailer for Salesforce installation - Configuration wizard

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