Installation and Setup

  • Installation and setup is quick, easy and largely wizard driven.

  • A separate Emma account is required, if you don't have one click here to sign up.

  • We support both the Salesforce Classic and Lighting user interfaces and the not for profit success pack.

  • You can install into your Salesforce production, sandbox or developer orgs.

  • Once installed you get a free 14 day trial unless you are in a sandbox of developer account which provides a longer trial.

  • The integration works with all Emma plans and the following Salesforce editions:

    • Professional
    • Enterprise
    • Performance
    • Unlimited

If you are new to Emma please ensure you are set up correctly before you start the installation. If you have questions about Emma, please reach out to them directly.

Installation

All Salesforce applications are installed via a standard wizard using the steps below:
  1. Go to our Salesforce AppExchange listing.

  2. Click the Get It Now Button.

  3. If you are not already logged in you will be prompted to do so.

  4. Choose whether to Install in production or a sandbox.

  5. Select I have read and agree to the terms and conditions, then click Confirm and Install.

  6. Choose whether to install for Admins Only, All Users or Specific Profiles.  We recommend you select Admins Only and once installed give users access via our permission sets.

  7. Click Install.

  8. Select Yes, grant access to these third-party websites then click Continue.

It usually takes Salesforce less than 10 minutes to install, once complete you will receive a confirmation email.

If you are working with an Emma HQ account you need to connect a sub client instead of the parent level. It is not possible to add audience members to the parent level within a HQ account.

Before you begin ensure you have your Emma account / sub account API details. To get them please login to Emma and go to your account. Then choose API Key, you will need your:

1. Account ID
2. Public Key
3. Private Key

Setup

After installing Emma for Salesforce, follow the steps below to setup and connect your Emma account:

  1. In Salesforce, click the app menu/launcher select Emma Admin.

  2. Click the Emma Settings tab.

  3. Click Connect, enter your Emma API details.

  4. When the connection is made you will see on screen confirmation.

  5. If you wish to view email tracking history on either a contact or lead record you need to add a component. This depends on what Salesforce user interface you are using, below are videos for both using a contact as an example however it is the same process for the lead object.

The setup wizard will now automatically setup page layouts and enable the sync. The primary sync (this pulls information from Emma) will run every hour.  These settings can be changed via the Emma Settings Tab on the Sync screen.

Objects

After installing Emma for Salesforce, the following custom objects will be created. These objects contain either records or settings required for our application. Our product has been designed to be self contained in order to not impact standard objects.

  • Emma Account
  • Emma Audience
  • Emma Group
  • Subscriber Import
  • Queue Item
  • Emma Mailing
  • Field Mapping
  • Emma Account User

Our object structure should not be customised as it may stop our application working correctly or stop automated upgrades.

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