EMMA FOR SALESFORCE · GUIDE

Getting started.

Bring Emma and Salesforce together.
Here’s where to start.

3 minute readFor Salesforce administrators

Emma for Salesforce is a native app installed in your Salesforce org. Send Salesforce data to Emma for targeted campaigns, then bring audience details and email engagement back alongside your customer records.

Before you begin

A Salesforce org and an administrator to set up the integration
An Emma account, with your account ID and API keys ready

Check the setup requirements

See how it fits together.

Watch the overview, then follow the setup path below.

Emma for SalesforcePRODUCT WALKTHROUGH

Emma for Salesforce Sync Settings showing connected Emma accounts

Watch the overview

Emma handles your email campaigns. Beaufort 12 connects them to Salesforce.

Your setup path.

Start with the connection. Then choose the data you want to send.

1
Install and connect Emma
Install the app in Salesforce, then connect your Emma account using its account ID, public key and private key.
Installation&setup
Using Emma HQ? Connect a subaccount, rather than the parent account.
2
Build your first import
Choose a Salesforce report, list view, campaign or SOQL query. Map your fields to Emma, then run the import once or on a schedule.
Open the Import Wizard guide
Works with any Salesforce object. Available import sources depend on your Salesforce edition.
3
See your audience in Salesforce
Explore membership details and mailing history alongside your records. Use the stored data in Salesforce reports and dashboards.
Membership records Mailing history

Try it in your own org.

PRODUCTION

14-day trial

Explore the full feature set in your production environment.

SANDBOX

30 days to test

For testing, with extensions up to 90 days available on request.

Get installation instructions Need more time?

Common questions

Search these questions

Does Beaufort 12 have a Data Processing Addendum (DPA)?

All Beaufort 12 products are Salesforce-native, meaning your data stays within your own Salesforce environment and passes directly to the third-party platform you're integrating with. We don't store your personal data on our own servers. That said, because we facilitate that data flow, we operate as a Data Processor under GDPR and similar regulations, and a DPA is the right way to document that relationship.

The Solution

Our Data Processing Addendum is pre-signed on behalf of Beaufort 12 and is available to download directly. It is incorporated by reference into our Terms and Conditions, so it takes effect automatically when you install a Beaufort 12 product or accept our Terms.

Download the Beaufort 12 DPA (PDF)

Key things to know about our DPA:

No primary data storage: Personal data being synchronised (contacts, leads, attendees, etc.) is not stored on Beaufort 12 servers. It passes directly between Salesforce and your chosen integration platform.
Operational logging only: We transmit limited, non-identifiable system metadata to our AWS-hosted infrastructure for troubleshooting and service health purposes only. These logs are retained for a maximum of 90 days and are accessible only to our technical support team.
Sub-processors are disclosed: The DPA lists all sub-processors, including Salesforce, Stripe, AWS, and your specific integration platform (Mailchimp, Campaign Monitor, Emma, Eventbrite, or Dropbox).
Security standards: Data in transit is secured via TLS 1.2+, and OAuth 2.0 or API keys are used for authentication. No login credentials are stored.

If you have any questions about our DPA or have specific contractual requirements, please contact us at support@beaufort12.com.

Beaufort 12 Terms and Conditions
Beaufort 12 Data Processing Addendum [Full Document]

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Can I work with a partner

Our products are self-service solutions, which allows us to keep costs low. To assist you, we've developed an extensive support site where you can find helpful articles, videos, tips, and troubleshooting guides. Should you have product-related questions we will try our best to help by email.

If you prefer a more personalised touch or need guidance with setup and configuration, we highly recommend collaborating with one of our Salesforce partners. They can provide hands-on support at an affordable cost tailored to your unique needs. To find the perfect partner, check out our list here: https://www.beaufort12.com/partners

Why do I have to pay for Emma - EM

We are Beaufort 12 Ltd a Salesforce development company that has built the integration between Emma and Salesforce. The fee for our application is separate from both Emma and Salesforce.

Pricing
Our integration is charged based on the number of active subscribers. An active subscriber is an email address in Emma that is active (i.e. not unsubscribed, bounced, etc). We use that number against our tiered pricing model. So for example, if you have between 10,001 - 25,000 active subscribers your cost will be US$55 per month. For more detailed information on billing see this article. For non-profits, we provide a 10% discount after you sign up.

If you are currently on our free fully-featured trial it will expire within 14 days. If you are interested in purchasing please take a look at our billing page which fully explains how our fees work.

How do I buy?

To purchase, go to the billing tab in Salesforce and click on the subscribe now button for your chosen plan type. Once clicked, you will be taken to our dedicated Stripe portal to complete the purchase process. For more information, please see our dedicated support article.

Checklist:

You have already installed our product into your Salesforce Production environment.
You are a Salesforce system administrator.

How much does the integration cost?

The cost of our integration is separate from both Salesforce and Emma.

Salesforce

Our integration works with Essential, Professional, Enterprise, and Unlimited editions of Salesforce.
If you have not purchased Salesforce yet you can still try the integration.
However, you cannot purchase until your Salesforce org is fully active.

Emma

Emma will handle how you build your email templates, create and deliver your campaigns.
If you are not already using Emma we recommend you check out their product first.
Our integration works with all Emma accounts.

Integration Fee

Our fee is based on the number of active subscribers contained in Emma.
We use that number of active subscribers against our tiered pricing model.
We will charge the card on file automatically every month.
When we charge the card on file, we will provide an email invoice receipt to the billing contact.
We provide a 10% discount for non-profits.

FAQs

Is there a cost for additional users?
Emma for Salesforce is a site license, which means all Salesforce users can access our product if you decide, at no additional cost.

Why do we charge?
We are not part of Emma or Salesforce. Our fee covers the initial and continuing development of the integration and our email-based support team. It is worth noting that we don't receive the full fee, margins are very tight. A significant portion is paid to Salesforce, payment processing, and taxes.

Can I pay by invoice?
Our integration is sold via Salesforce Checkout which we have no control over. The only way to pay is via card payment and on one of our monthly plans. Invoices, purchase orders, bank transfers are not supported.

Can I try before I purchase?
You can install our product into your sandbox or production environment to try free, fully-featured, for 14 days. But before you do this, we'd recommend reviewing these articles:

1. Installation & Setup
2. Getting started guide

The getting started guide contains a video that provides a detailed look into how our product works and hopefully answers a lot of your questions.

How can I work with Salesforce reports?

Our objects are built to Salesforce standards so work with reports. Included within our application are example:

Report types.
Reports.
Dashboard.

The two objects you will be most interested in are:

Emma audience - Shows an Emma audience record in Salesforce
Email mailing history - Shows subscriber interactions with your email campaigns

Reports are based upon report types, we have set up a couple, but you may want to create your own. Beaufort 12 does not create or support reports/dashboards for customers. You do have the following options:

Ask your Salesforce system administrator
Try Salesforce Trailhead
Engage a Salesforce consultancy

Tips

Report Types
If you create a custom report type you can use related lookups to pull in extra information i.e. a contact's phone number.

Cross object filters
Cross object filters are a useful feature if you are looking to filter on a related object. For example, you might want to see which contacts are not in Emma. To do this simply create a report based on contacts and then apply a cross object filter on the Emma audience object.

How do I migrate from the old Emma integration?

Thanks for contacting us about the new Emma for Salesforce integration.

Our application is a new native Salesforce application built by us, Beaufort 12. If you are using the integration provided directly by Emma, it will still work but will be unsupported; any questions, please contact them directly.

As our integration is a separate product, it is not possible to upgrade to our application; it is a replacement. To help, we provide a free trial, and the first month, if you decided to purchase is free. We have put together this document, which covers in-depth how the whole process works.

Do you offer product demos?

I'm so glad you're interested in Emma for Salesforce! I've put some helpful info below to get you started, and I highly recommend watching our demo video. It covers everything you need to know about how our product works.

Emma
Emma for Salesforce is the integration between both systems. If you are new to Emma, then it is essential that you are happy with how their application works. Amongst other things, Emma's mass email solution will handle how you build your email templates and create and deliver your campaigns.

Beaufort 12 - Emma for Salesforce
Our integration primarily moves data between Salesforce and Emma. We make it easy for you to add your Salesforce records to Emma's audience and to keep them up to date. We also pull back information from Emma, like a person's subscriber status or email tracking history, from mass emails. To help you understand this better, we have created an overview video that covers these key points.

Another good way to get to grips with the integration is to install our free, fully-featured 14-day trial. You can install this in your sandbox or production Salesforce environment (or both if you need to). This article shows how easy the product is to install and set up.

Pricing
Our integration is charged based on the number of active subscribers. An active subscriber is an email address in Emma that is active (i.e., not unsubscribed, bounced, etc.) We use that number against our tiered pricing model. So, for example, if you have between 10,001 - 25,000 active subscribers, your cost will be US$55 per month. For more detailed billing information, see this article.

Questions
Emma for Salesforce is a self-service product with email-based product support only. You can hire one of our recommended Salesforce consulting partners for implementation and phone support if you need more help.

How do I get a trial extension?

If you are working in a Salesforce production org and need longer contact us for an extension. Salesforce sandbox trials last 30 days by default and can be extended to a maximum of 90 days if you need more time for testing or discovery. If you have purchased a production license, you can use as many sandboxes as you like, for as long as you need, for testing purposes.

NEXT GUIDE

Installation & setup

Let’s get your accounts connected.

All Emma support guides Still need a hand?

Getting started.

Before you begin

See how it fits together.

Your setup path.

Install and connect Emma

Build your first import

See your audience in Salesforce

Try it in your own org.

14-day trial

30 days to test

Common questions

Installation & setup

Partners

Legal

Product

Resources

How can we help?