Emma for Salesforce creates an Emma membership record in Salesforce for each audience member, then links it to a Contact or Lead by matching the email address in Emma to the standard Email field on the Salesforce record.

• If no match is found: the membership record is created but not linked.

• If more than one record has the same email: we link to the most recently modified one.

Matching on Salesforce ID instead of email

The import wizard can store the Salesforce record ID on the Emma member, and the primary sync will then use that ID to link the record, falling back to email only when no valid ID is present. To set this up:

1. Include the Salesforce Contact or Lead ID in your import source (report, list view, SOQL and so on).

2. When setting up the import wizard, map that ID to the Emma field Salesforce ID. If the field doesn't exist in Emma yet, we create it for you when the import runs.

From then on, every Emma audience member imported this way carries their Contact or Lead ID in a custom field, and the primary sync links on that ID first.

Note: Your import source should only include the one ID you want to send to Emma. If both a Contact ID and a Lead ID appear in separate rows, we can't control which one is mapped each time the import runs.

Note: This method also lets you subscribe more than one email field from a single record. You'll need a separate import wizard for each email field. See working with more than one email address for the steps.

Records that are already in Emma

If the email is new to Emma, the steps above are enough: the member is created with the Salesforce ID and linked on the next primary sync.

If the member already exists in Emma, use the import wizard in the same way to add the Salesforce ID to their record. The next primary sync that picks up the member re-links their existing membership record to that ID. If the link doesn't update after the sync has run, run a full sync from Sync Settings, which rebuilds the membership records and applies the ID.

Related Articles

• Emma Membership [Full Guide]

• How can I work with more than one email address for the same person?

• Creating Leads and Contacts from Emma Audience Members