EMMA FOR SALESFORCE · GUIDE
Creating records.
Turn audience members into customer records.
Choose when to create Salesforce contacts or leads from Emma.
In this guide
Create Salesforce contacts or leads.
Map additional fields.
Video overview
Creating Salesforce records
- 1
In Salesforce, go to the Emma tab.
- 2
Select Create records from the vertical navigation.
- 3
Click the Edit button.
- 4
Click on the Create Salesforce record action dropdown and choose to create contacts or leads.
- 5
Optionally you can set Default values i.e. lead source
- 6
Click Save.
Ensure all Salesforce required fields are either mapped or have default values otherwise records may not be created.
Changes only apply to new subscribers. If you would like to retrospectively create new Salesforce records from existing subscribers, you will need to run a full sync.
Common questions
How can I better filter my Emma Salesforce reports?
Import Wizard
Send Salesforce data to Emma, once or on a schedule.
