Emma for Salesforce

Emma.
At home in
Salesforce.

Bring your Emma audience and email activity into Salesforce. Give every customer conversation a little more context.

Try it for free

Built by Beaufort 12.
Your Salesforce ISV partner.

In good company.
Trusted by 1000's of
teams worldwide.

A closer look

Less switching tabs.
More joining the dots.

From the big picture to the individual click.
Explore the tools inside your Salesforce.

INSIDE EMMA FOR SALESFORCE01 / 04

Audience Mailing history Mappings Settings

Emma audience members in Salesforce, with subscription status and member search

Your audience, in Salesforce.

Scroll through the story, or choose a view above.

01 / YOUR AUDIENCE

A clearer view of
who’s listening.

Keep Emma membership close to your Salesforce customer data. See subscriber status, groups and custom values in one familiar workspace.

Audience insights, without leaving Salesforce.

Explore the screenshot

02 / YOUR EMAIL ACTIVITY

See what happened
after “send”.

See Emma sends, opens and clicks alongside your contacts and leads. Use stored mailing history in Salesforce reports, or view activity through the Lightning component.

Email engagement becomes customer context.

Explore the screenshot

03 / YOUR FIELDS

The right fields.
In the right places.

Map Salesforce fields to Emma custom fields for more relevant emails. Use the Import Wizard to bring across records and schedule future updates.

Your Salesforce data, ready for Emma.

Explore the screenshot

04 / YOUR SETUP

One Salesforce org.
Your Emma accounts.

Connect multiple Emma accounts to one Salesforce org. Choose your sync settings and bring the right information into your team’s daily workflow.

Your Emma accounts. One familiar workspace.

Explore the screenshot

You’ve seen the screens. Make them part of your day.Explore all features

Install the app.

Follow the setup guide to install in your Salesforce organisation.

Connect Emma.

Connect your Emma account or subaccount using its API details to start syncing.

Make it yours.

Set up page layouts, imports and mappings around the way your team works.

Follow the setup guide

Follow a product launch

From the right audience
to the next conversation.

A connected campaign doesn’t end at “send”.
Here’s where Emma and Salesforce meet.

ONE CAMPAIGN. THE WHOLE JOURNEY.

01 / BUILD YOUR AUDIENCE

Start with the
people you know.

A new product. A relevant audience. Use the Import Wizard to bring Salesforce records into Emma, and map the fields that make each email more relevant.

Salesforce recordsEmma audience

Schedule the import to keep the process running.

Emma field mappings in Salesforce, showing matching rules, record creation rules and lead and contact field mappings — Actual product screenshot · Emma field mappings

Example journey · Screens show separate product views, with sample data.Make the connection

Good connections. Real people.

From teams using Emma for Salesforce.

“

They solved my issue immediately and provided a very helpful video to explain what I was missing.

Bob JonesEmma customer

“

This app has removed a lot of gaps for us.

Louise BrownEmma customer

“

Customer service is very prompt and helpful.

Helen DanielsEmma customer

YOUR NEXT STEP

Bring Emma into
the Salesforce you know.

Start your trial and see how it fits your team’s day.

Try it for free Explore pricing

Emma.
At home in
Salesforce.