Emma support

MyEmma EMMA FOR SALESFORCE · GUIDE

Release notes.

See what has changed in Emma for Salesforce.
Browse versions, improvements and fixes.

Product guideFor Salesforce administrators

Whenever we release a new feature or improvement we will update the section below. New versions are automatically pushed to Salesforce organisations on a regular basis. You can also manually upgrade by going to our Listing and click the get it now button.

If you would prefer not to have updates pushed to your Salesforce organisation, please Contact us.

v1.234.0

September 10, 2026
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tdM000000cUJdQAM

In-app support widget redesign with welcome view and launcher

The in-app support widget has been redesigned to replace the old chat bubble with a dedicated Support launcher and a welcome panel. Users can access search or chat, support guides, and contact links from the new launcher. The AI chat iframe now loads only after the user starts a conversation, and new support icon assets are included to complete the refreshed experience.

v1.233.0

August 25, 2026
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tdM000000c9iDQAQ

Emma Home shows empty setup state when not connected

Emma Home now shows a Mailchimp-style setup empty state when no Emma account is connected, replacing the blocking prompt. Learn More is available for all users, while Manage Settings is restricted to users with the Emma_Admin custom permission to prevent standard users from accessing restricted tabs. Manage Settings navigates to Emma Settings / Sync Settings (em4sf__cmpId=1).

Emma integration upgrade to API v64 and production release

The Emma integration for Salesforce will be upgraded from API version 60.0 to 64.0, updating the project configuration accordingly. Metadata for Apex classes, triggers, Aura components, and Lightning web components will have their apiVersion set to 64.0 or higher where applicable, and any deprecated behaviour between API versions 60 and 64 will be reviewed and addressed. Packaged Apex test coverage will be verified to meet or exceed 75%, and the release will follow the standard production deployment process.

v1.232.0

August 20, 2026
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tdM000000bhUDQAY

Align search controls on Emma Members and Group Members lists

Search input and button on Emma Members and Group Members now share a single baseline by introducing a hidden placeholder label and a flexible row that enforces a 32px height for both controls, aligning with the approach used on Eventbrite lists and Campaign Monitor Subscriber Lists. The update applies to Members, Group Members, and the Email Audit modal so Search Members, Search, and Validate sit on consistent baselines across views. The changes are implemented in force-app/main/default/aura/EmmaAccountMembers and force-app/main/default/aura/EmmaGroupMembers.

Sync Settings modals redesigned for Emma

The Sync Settings welcome and trailhead modals have been redesigned to replace the old SLDS welcome-mat with an editorial layout branded for Emma, aligned with the new Mailchimp-style modals. Welcome modal now features a split copy and visual panel with an Emma cyan call-to-action and a circular logo badge, while the trailhead modal presents numbered steps, a progress bar, and an ice-blue intro panel. Both cards resize to their content to avoid full-height shadows in the container, and the UX suite's dismissTrailhead now targets the .em-trail class instead of .slds-welcome-mat.

v1.231.0

July 29, 2026
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIe000000xEPqIAM

New single-source trial countdown with urgent phase in Emma for Salesforce

Emma for Salesforce now uses a single, source-of-truth trial countdown based on PackageLicense.ExpirationDate, replacing prior soft-trial logic with a two-phase display that becomes urgent in the last seven days. There is no expired state shown in-app; if a licence ends, Salesforce removes the app, so in-app messaging avoids confusion. It appears in both the main licence banner and a compact countdown strip on record pages, using a consistent design language for clear visibility.

Automatic redirect to Accounts when Emma isn’t connected

Emma for Salesforce now uses a single, source-of-truth trial countdown based on PackageLicense.ExpirationDate, replacing prior soft-trial logic with a two-phase display that becomes urgent in the last seven days. There is no expired state shown in-app; if a licence ends, Salesforce removes the app, so in-app messaging avoids confusion. It appears in both the main licence banner and a compact countdown strip on record pages, using a consistent design language for clear visibility.

v1.228.0

January 9, 2026
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGA000005FJYuYAO

Make Invocable Actions Agentforce-Ready

Updated seven Emma invocable actions with Agentforce-optimised annotations to improve AI agent understanding and usage. All seven invocable actions, including AddContactToSubscriberList.cls, AddLeadToSubscriberList.cls, DeleteContactFromSubscriberList.cls, DeleteLeadFromSubscriberList.cls, UnsubscribeContactFromSubscriberList.cls, UnsubscribeLeadsFromSubscriberList.cls, and ImportWizardAction.cls, have been enhanced. Improvements include AI-focused descriptions in the @InvocableMethod annotations, mandatory parameter flags added via required=true on InvocableVariable parameters, and enhanced variable descriptions with example values and AI guidance. A consistent iconName has been applied across all actions, and a new customer documentation resource documentation/Agentforce Setup.md has been created, featuring step-by-step Agent Action setup instructions, parameter configuration guidance, example prompts, and troubleshooting tips.

v1.227.0

December 15, 2025
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGA000005FJWtYAO

Email Notifications for Maintenance Logs

Emma maintenance logs now support email notifications. A new capability sends alerts to configured email addresses whenever a maintenance log entry is created, so you can stay informed even if you're not logged into Salesforce. Admins can configure the emails via the new Maintenance_Notification_Emails__c field on Senditsettings__c, which accepts a comma-separated list of valid addresses with format validation and inline helper text in the settings UI. Email delivery is triggered only for unread (isRead=false) entries and is performed asynchronously to respect Salesforce limits. The notification template uses the subject Emma Maintenance Alert: [Error Type] and includes the error code, description, timestamp, user, job ID, a link to logs, and the occurrence count. Documentation and testing have been prepared, including 85%+ test coverage, admin docs updates, inline help, rate limiting notes, and troubleshooting guidance; production deployment will be smoke-tested with real emails.

Update UI Design: Navigation Icons, Modal Styling, and License Banner

This release introduces a comprehensive UI design refresh for the Salesforce integration to improve visual hierarchy and modern styling. The updates replicate the successful Mailchimp implementation to ensure visual consistency across navigation, license banners, and modal components. Highlights include resizing navigation icons for clearer, more accessible navigation within components using lightning:verticalNavigation, updating the license banner so getting started and similar buttons display white text and adopting CSS variables for maintainability, adding rounded corners to modal containers (0.75rem) and updating the modal close button variant for a cleaner look, refining button selector specificity to target the actual button element, and introducing an optional text styling utility to normalize label font weight. A Prettier configuration update is also included to improve HTML/Aura formatting. These changes are designed to deliver a more cohesive, accessible, and polished user experience and have been implemented in the Mailchimp project and replicated for the Salesforce integration.

Move Emma Bamboo to Pipelines

Emma Bamboo has been migrated to Pipelines to align with the latest data workflow architecture, delivering a streamlined data flow and improved integration within the Salesforce Pipelines framework. This change ensures consistent, reliable processing for teams relying on Emma Bamboo.

v1.224.0

September 29, 2025

v1.206.0

February 9, 2024
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGA000004Mqo1YAC

Increase the number of groups returned

This update increases the number of Emma groups returned from 500 to 1000.

v1.205.0

January 3, 2024
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGA000004MoFgYAK

Sort merge fields on Import Wizard

This update applies a sort to fields on Import Wizard and it also hide and deleted/archived merge fields.

Optionally disable Emma Members from syncing to Salesforce

This new option allows you to select an Emma account and disable the Emma members sync.  This will stop members in that connected account from being created in Salesforce.

v1.204.0

December 15, 2023
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGA000004MoEiYAK

Negative numbers in Salesforce reports

If you have a negative number in Salesforce mapped to a negative number field in Campaign Monitor, via the import wizard, using a report the minus symbol is removed. This update puts the minus symbol back to show the number is negative in Campaign Monitor.

v1.188.0

October 7, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004Mn6GQAS

Adding standard tabs to Emma App

To help customers better navigate to standard Salesforce objects when using the Emma app we have added several standard tabs.

v1.187.0

August 30, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004Mn2JQAS

Show tracking history on duplicate email addresses

It is possible to have more than one Salesforce contact or lead using the same email address.  This change will allow email tracking history to be shown on the duplicate contacts or lead records.

v1.186.0

August 15, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmzUQAS

General Styling Improvements

General styling improvements when Salesforce is in comfy mode.

v1.185.0

July 18, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004Mmx4QAC

Allow member sync batch size to be tuned

This improvement allows the member batch size to be tuned via the maintenance tab. Generally the default value will work for most customers. But custom code or processes can impact the sync, and therefore tunning this setting can help.

Improve audit logging for schedules

This improvement adds extra logging when updating schedules.

v1.184.0

June 20, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmwfQAC

Support Printing of Invoices

If you need to print a copy of your invoice we now provide an that option via our billing tab contained within the admin app.

Link multiple Emma Members to same Salesforce Contact/Lead

It is possible to have multiple email addresses in Emma which could relate to a single Salesforce conact or lead.  This update allows you to connect multiple Emma audience membership records to the same Salesforce contact or lead.

Improve Import Wizard error reporting

This improvement adds additional information when an import wizard job fails.

v1.180.0

May 16, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmqSQAS

Add warning if Emma connection is broken

Although very rare should the connection between Emma be broken we now provide clearer messaging to help.

v1.179.0

May 9, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004Mmq8QAC

General styling improvements

Minor improvements to align the page layout header.

v1.178.0

April 28, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmptQAC

Review displaying purged members

Ignore purged deleted member numbers.

v1.177.0

April 26, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmoWQAS

Improve sidebar menu icons

We have Improved our sidebar menu icons to make them clearer.

v1.174.0

April 3, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmniQAC

Better support for mixed case email fields

When working with the import wizard and SOQL the email field could be in a mixed case format. To help we detect and cater should this happen within this update.

v1.171.0

February 16, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmfFQAS

Better support for mixed case email fields

When working with the import wizard and SOQL the email field could be in a mixed case format. To help we detect and cater should this happen within this update.

v1.167.0

January 10, 2022
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmckQAC

Enable Sandbox to be refreshed on creation

This feature allows you to run some code to refresh a sandbox either post or pre-refresh.

Add ability to tune system settings in Maintenance

Given the diverse customisations that can be applied to Salesforce, it may be required to tune selected backend settings to help with govenor limits. For example you might want to change the batch size of a particular job. To help we have added a screen which can be access via our maintenance tab to make these changes.

This operation is very advanced and should be fully understood before making any changes.

v1.162.0

October 19, 2021
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004MmQsQAK

Update Card Payment Method

We have improved the process within our application to allow customers to update the card details.

v1.148.0

August 19, 2021
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000004Mm88QAC

Optionally exclude archived records from being re-added to Emma.

Via our general settings tab within options you can now choose if records that are archived in Emma are re-imported via the import wizard.

v1.147.0

August 18, 2021

Optionally use the Error state to set the Email Opt Out

You can now optional set the Salesforce Email Opt Out status based on an Emma Member state of Error (this is in addition to using the Emma Member state of Opt-Out).

v1.145.0

July 7, 2021

Navigate to Report directly from the Import Wizard

There is now a new menu item on the import wizard job that allows you to jump directly to the associated Salesforce report.

v1.144.0

July 2, 2021

Audit Archived Members

If you tried to audit a deleted/archived record, we would return an error saying {{"error": "User not found."}}. We have updated the code so that now it will audit the record.

v1.139.0

May 15, 2021

Check for invalid Salesforce Ids in Custom Fields

Invalid Salesforce Ids can be mapped to the Salesforce Id field in Emma, which can conflict with update processes. We now have additional checks in place to help make sure the Ids are valid.

Additional support when changing email addresses

Changing the email address of a record in Salesforce to update Emma is quite complicated and there are few variations.  To help we have documented them here.


v1.135.0

April 15, 2021

Update Emma App Icon

Minor change to update the Emma App icon.

Improve invalid email check

We have improved invalid email addressing checking to help when matching or creating records in Salesforce.

v1.130.0

March 25, 2021

Prevent multiple replace import wizards

To stop imports from competing, if you are using the replace feature, we have added additional messaging and error handling.

v1.122.0

March 16, 2021

Platform Events

Spring 21 included some new feature for Salesforce ISVs to work with platform events. These will help the product in regard to error reporting and will be a feature we build upon going forward.

Prevent multiple replace import wizards

To stop imports from competing, if you are using the replace feature, we have added additional messaging and error handling.


v1.115.0

January 21, 2021

Expose disable trigger options

Although it is very rare you might need to disable our product triggers. This new feature allows you to turn triggers on or off easily, to learn more click here.

Uninstall Process for Emma

To help make the process of uninstalling our product as easy as possible, should the need arise, we have provided an automated process. Click here to learn more.

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