How are Emma records linked to Salesforce Contacts or Leads?

Emma for Salesforce creates records in Salesforce. These are then linked to a Salesforce contact or lead record. The linking process works by matching the email address in Emma to the one found in the standard Salesforce contact or lead field.

• If no match is found - the records we create are not linked.
• If duplicate email addresses are found - we match to the most recently modified record.

How to override email matching with record ID

The Import wizard allows you to store the record ID on the Subscriber, to be used for matching contacts or leads during the Primary Sync. To set this up:

• Include the Salesforce Contact or Lead ID in your source report, list view. etc.
• When setting up your import wizard, map that record ID to the Emma field "Salesforce ID" (we will create this Campaign Monitor custom field automatically).

Now every Emma audience member will have their contact or lead ID saved in a custom field. When the primary sync runs, we will try to find a matching contact or lead by that ID first, and if we can't, we will match on email.

Notes-

• Your import wizard source should only include the ID you want to map to Campaign Monitor. If both IDs are included in separate lines, we don't control which line of the report, and therefore which ID, will actually be mapped each time the import runs.
• This method allows you to subscribe more than one email field on a record to the audience. You will need separate import wizards, one per email field you wish to include.

If you are subscribing the email for the first time

‍If the record(s) you are adding is not in Emma, then the process above is enough to link using the Salesforce ID.

‍The records are already in Emma.

‍If the records already exist in Emma, the process above still applies i.e., use the import wizard to update/add the Salesforce ID record in Emma.

However, as the record exists in Salesforce, there is an extra step.  You need to perform a full refresh to recreate those records.

The process to recreate records will detect the Salesforce ID and then use this to match.