EMMA FOR SALESFORCE · GUIDE
Migration.
Move to Emma for Salesforce with confidence.
Prepare to migrate from the original Emma-owned integration.
This article refers to migrating from the old Emma Salesforce integration to the Beaufort 12 Salesforce integration.
Whilst there is currently no tools for automated migration, there are a few steps listed below that should make the process a lot smother.
Our Beaufort 12 application can be quickly and easily installed and setup. This can be alongside the old offering as well as being in a sandbox first for testing. It is also worth noting that your Emma data is safe in Emma itself we only take a copy of information to store in Salesforce.
Who is Beaufort 12?
Beaufort 12 is a Salesforce ISV integration partner. We are a separate company to Emma but have a strong working relationship with them their parent group (Campaign Monitor Group) and sister product Campaign Monitor. Our highly successful Campaign Monitor integration has been on the AppExchange for near 10 years and is used by thousands of companies each day. Emma for Salesforce is based on our Campaign Monitor offering.
Why switch to our integration?
- 1
The old Emma integration will not be supported in the near future.
- 2
Our integration has been built from the ground up using the latest techniques.
- 3
It is backed up by a support site and team
- 4
We actively add features and improvements on a regular basis.
Support is offered by email and our UK based team
Preparation
The old integration (like the new one) is connected via three keys which can be found directly in the old application within Salesforce. These are the account ID, public key and private key. Below is a screenshot of how to find the import in Emma. By using the same keys you will not disconnect any integrations using them
Select the image to view it at full size. If you'd prefer to generate new keys here is how to but bear in mind this will disconnect any integrations using the keys.
We recommend backing up your Salesforce data as a precaution it should not be necessary but it worth having it in place.
You will need to setup any processes you currently use again in our new integration, please see the getting started guide below.
Installation & setup
Get your Emma connection ready in Salesforce.
