How do checkboxes work in Emma?

In the Emma there is a checkbox (multi-select) field type that can be added to your form. However, this field type is only designed for managing Emma Groups. It cannot be used like other Merge Fields to insert data into emails or to define new audience segments. You can read more about Emma field types in their documentation. As a result, integrating Salesforce checkboxes with Emma requires different approaches depending on the data flow direction.

Salesforce to Emma

We recommend mapping the Salesforce checkbox to an Emma text field, radio button, or drop-down to handle the data correctly. Here are the options:

• Text Field: This is the simplest approach. When data is pushed from Salesforce to Emma, a text field will store the value as “true” or “false” without restrictions. If you add the new Merge field through our app, we create a text field by default.

• Drop-down or Radio Buttons: You can also map a Salesforce checkbox to a drop-down or radio button field in Emma, using the values ‘true’ and ‘false’ (all lowercase).

Important:

If you need to map a Salesforce checkbox to different values (e.g., “Yes” or “No”) instead of true/false, you must first create a formula field in Salesforce. This formula will convert the checkbox into the appropriate text values. Then, map this formula field to Emma instead of the original checkbox.

Note: Formula fields can only be mapped using the Data Wizard, not through standard Mappings, since formulas don’t trigger Mappings.

The integration supports the following option values in that Emma field when mapping to a Salesforce checkbox:

• Yes or No

• 1 or 0

• True or False

These values are not case-sensitive, ensuring flexibility and ease of integration.