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

Email 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.

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.

The suggested final position is immediately before the Configuration tab.

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.

Next: dotmailer for Salesforce installation - Frequently asked questions

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