EmmaEmma for Salesforce

Emma.
At home in
Salesforce.

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

Salesforce official partnerBuilt by Beaufort 12.
Your Salesforce ISV partner.
GOOD TOGETHER. BETTER CONNECTED.
EmmaSalesforce
The audience. The person. The whole picture.

Your Emma audience, right inside Salesforce.

Actual product screenshot · Click to explore

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

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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
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

A connection with a purpose

Two tools.
One better workflow.

Bring Emma data into Salesforce. Use your Salesforce data to shape what goes back.

Emma

Emma

Your email marketing

Audiences, members & campaign dataSynced into Salesforce
Selected records & mapped fieldsSent to Emma through your configured imports and mappings
Salesforce

Salesforce

Your customer context

01

Install the app.

Follow the setup guide to install in your Salesforce organisation.

02

Connect Emma.

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

03

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.

IN SALESFORCEMap the data that matters
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 Jones
Bob JonesEmma customer
This app has removed a lot of gaps for us.
Louise Brown
Louise BrownEmma customer
Customer service is very prompt and helpful.
Helen Daniels
Helen DanielsEmma customer

A good place to start

Your next campaign.
A little more connected.

Bring Emma into the Salesforce you already know.

EMMA FOR SALESFORCE

Product screenshot

Emma support

Search the guides or ask AI.

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