Sync settings

The sync settings screen manages the connected Emma accounts, primary sync and email tracking storage.

The Primary sync is responsible for pulling data from Emma into Salesforce (i.e. it does not relate to pushing records from Salesforce to Emma, for that use the Import wizard). It will import details such as Members, Email Tracking history and Mailings. By default, we won't touch any of your Salesforce data, but you can configure the integration to create new leads and contacts for Emma members (see: Creating records).

You can optionally set the number of email tracking history to keep in Salesforce (whilst it is still safe in Emma, this can be helpful to save on Salesforce storage). In addition you can also select which email history types to pull back into Salesforce (i.e. sent, opens etc).

The primary sync can be configured to run a different intervals. This can be configured under the Import frequency dropdown.

Full sync

If you find that Salesforce member details appear to out of date with Emma run a full Emma sync. This is safe to do, although it may take some time to complete (Salesforce remains fully operation during the sync).

Connected Accounts

If you have more than one Emma account and wish to connect them to Salesforce you can do so from this screen. To add a new account simply on the Add Emma Connection button. This will load a pop up box, as illustrated below, from here add in you Emma account details.

If you are already logged into the Emma account you want to connect simply click this link. Should you need to generate new API keys please refer to this support guide provided by Emma. Once validated the Connect button will be enabled to allow the account to be added.

If you have more than one account and wish to disconnect it simply click the dropdown to the right. You can then click disconnect. When you do this the connected account will disappear and a background process will start to run removing any related Emma records from Salesforce. This will not impact data stored in your standard object for example contacts, leads, accounts or Salesforce campaigns. Depending on how much information you have it might take a short while for the data to be removed from Salesforce.
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If you need to reconnect an existing account simply click the dropdown to the right and select the edit connection option.

Email Tracking History

The primary sync which runs every hour will pull in email tracking history from Emma mailings. The records we create in Salesforce, like any record, can take up storage. You can tune how much and what types of email are stored. Once the settings are changed they will take effect the next time the sync runs. You have the possibility of changing the number of days to keep or the types of email tracking to keep.

General options

This page contains a number of options which allow you to configure our application.

Prevent contacts or leads being added to lists when Salesforce email opt out is checked
‍If the Salesforce email opt out field is checked on a contact or lead, then they cannot be added to any subscriber list in Emma. This setting is not retrospective - i.e. it will not automatically remove people from a subscriber list, it will come into effect when the 'Email opt out' field on a contact or lead is updated. When the 'Email opt out' is checked, the Salesforce user will see a message that says that the contact or lead cannot be added to a subscriber list.
Archive Contact or Lead from Emma when Salesforce email opt out is checked
When enabled, if a Salesforce record standard Email Opt Out field is checked they will be automatically archived in Emma.
Sync Salesforce 'Email opt' field to true with (active/opt-out state) Emma
‍Automatically sync the 'Email opt out' field to true when the email is archived or removed from Emma. This field is updated when the primary sync next runs (typically hourly). Turn this off if you don’t want the standard Salesforce 'Email opt out' field to be updated by the Emma integration.

Given that setting the 'Email opt' field can result in the Salesforce contact or lead being updated, be sure there are no Salesforce validation rules that would prevent the update. Any conflicts will be available in the Maintenance log.
Also use the 'Error' state to set the Salesforce 'Email Opt' field
When enabled, the Emma Member status of 'Error' will also be used to set the Salesforce 'Email Opt' (i.e in addition to the status of 'opt-out')
Archive Emma subscriber when the Salesforce contact or lead is deleted
If a contact or lead is deleted in Salesforce, move the corresponding membership record in Emma to the archive.

Archive Emma member when the email value is removed from a Salesforce contact or lead
If a contact or lead email address is cleared out in Salesforce, move the corresponding membership record in Emma to the archive.
Trigger Emma field changes workflows
With this option enabled workflow in Emma will be triggered.
Perform full daily sync of members
This option will perform a nightly full sync instead of an incremental sync. Use this option if email statuses appear to be getting out of sync between Emma and Salesforce.
Set archived Emma members back to active via Import Wizard
Enable this setting to set the status of archived Emma members back to active when using the Import Wizard.
Disable Salesforce account, contact and lead triggers
With this option enabled our triggers will be disabled for the account, contact and lead objects. This effectively stops our application from working in part for single updates.
Disable bulk triggers account, contact and lead
With this option enabled our triggers will be disabled for the account, contact and lead objects. This effectively stops our application from working in bulk operations

Maintenance

The maintenance page allows you to set up or remove page layouts and view system messages.

Page Layouts

When the application is first installed into Salesforce, the page layouts (buttons, fields, related lists, etc.) will be automatically set up. If for any reason, you need to undo this automation or you have and want to re-apply the page layouts, you need to come to this page and click on the appropriate button.

Maintenance Messages

This table shows messages captured in Salesforce, which might help when troubleshooting. To view additional information, click on the dropdown to the right and view. The support code will open up our website and provide specific guidance. There is also an audit log option to show system changes.

Internal Governor Limits

By clicking the cog icon on the page (top right hand corner) you have the possibility of accessing a screen to manage internal governor limits. For most customers the default settings do not need to be changed, and this is a very advanced operation.

But via this screen you can change the default value for a particular job. For example if you are hitting a limit on our email opt-out batch job you can decrease the value. This will mean less records in the batch and more jobs.

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