Chapter - Integration: Salesforce (beta)

With the Salesforce Integration, you connect mailfino with Salesforce. You can import contacts from Salesforce into mailfino, transfer form submissions to Salesforce, and save sending events as activities on the Salesforce contact. This guide is divided into several chapters: Preparing the Salesforce App Connecting to Salesforce Importing Contacts from Salesforce Saving Activities in Salesforce Forms and Field Mapping Troubleshooting The... Read more

For mailfino to work permanently with Salesforce, an external client application must be set up in Salesforce. This application allows mailfino to access the Salesforce API and issues a refresh token so that the connection continues to work after a session expires. 1. Open Application in Salesforce In Salesforce, open Setup in the upper right corner. Search ... Read more

Open the menu with the gear icon in the top right corner and select Connections. All external systems connected to mailfino are managed in this dialog. Open the Connections menu item If no connection has been set up yet, mailfino will directly open the selection of available systems. Otherwise, click New Connection in the connection dialog. Then select Salesforce ... Read more

In the Salesforce connection, open the Addresses area. Here you define which Salesforce contacts should be imported into mailfino. Import Salesforce Contacts The "All Contacts" option imports all Salesforce contacts for which a usable email address is found. Additionally, mailfino can display Salesforce Campaigns as sources. This is the Salesforce counterpart to lists: If you ... Read more

In the Shipping Results section, you define which events mailfino creates activities for in Salesforce. This makes it visible on the Salesforce Contact what happened after a message was sent. mailfino stores the events as Salesforce Tasks on the Contact. Supported events include: successful deliveries, failed deliveries, unsubscribes, and spam complaints. For delivery activities, the content of the email can additionally be inserted. ... Read more

For the handover to Salesforce, it's best to set up the form directly in the form editor. This keeps the configuration where the fields and checkboxes are also edited. 1. Create Form Create a new form in the Forms area. The Modern Preferences template is suitable as an example because it combines contact details and multiple topic checkboxes. Template ... Read more

If a Salesforce connection requires attention, mailfino displays a warning icon on the connection and in the settings menu. Salesforce Problems Check Connection Open the Salesforce connection and click Check Connection. mailfino will check the Salesforce API and the stored OAuth tokens. If Salesforce requests a re-login, log in again and confirm ... Read more