Before you begin configuring your integration, be sure to:

• Coordinate with SFDC administrator to complete the SFDC installation or configuration of the Silverpop CRMi package. The complete configuration is required within SFDC and Campaign.
• Obtain a security token from your Salesforce user account that you plan on using for integration (during setup and when you change your Salesforce password).
• Obtain the SFDC Organization ID that is required to begin the mapping exercise within Campaign.
• Obtain SFDC login credential, which is required to enter in Campaign during setup and whenever you change your Salesforce password.

Reset the security token

Tokens are used by Salesforce for an additional layer of authentication. Complete the following steps to reset the security token for the integration user:

1. Login to Salesforce.
2. Click on your name in the top right corner and then click Setup.
3. On the left side of the page, click My Personal Information and then click Reset My Security Token.
4. On the next page, click Reset Security Token.

Note: Apply the new security token to any third-party integration that is sharing the username.

Opportunity fields in Enterprise and Unlimited edition

For Opportunities to sync with Campaign, the following fields on the Opportunity object must be visible to the Salesforce (SFDC) profile of the Silverpop integrator user.

If you do not want to enable the Opportunity sync to Campaign, you can skip the following task. However, ensure to deactivate the CRM Opportunities to sync within the Campaign.

Complete the following steps in SFDC for the Enterprise and Unlimited edition.

1. Click Setup on the Salesforce.
2. In the Administration Setup section, select Manage Users > Profiles.
3. Click the profile name for the Integrator user.
4. In the Field-Level Security, click the View link next to Opportunity.
5. In the Visible column, make sure that the following fields are selected.
   • Amount
   • Close Date
   • Expected Revenue
   • Lead Source
   • Opportunity Name
   • Opportunity Owner
   • Probability (%)
   • Stage*
   • Type

Note: Currently, only the Stage is available for Programs and Query building within Campaign.

Opportunity fields in Professional edition

The setup is like Enterprise and Unlimited editions; however, you need to add certain fields to the layout in the Professional edition so you can sync Opportunities with Campaign.

While you are using the Professional Edition, for Opportunities to sync with Campaign, the following fields on the Opportunity object must be visible to the Salesforce (SFDC) profile of the Silverpop integrator user.

Note: Only Stage is available for Programs and Query building within Campaign.

Log on to Salesforce and follow these steps to make the fields visible.

1. In the Administration Setup section, select Manage Users > Profiles.
2. Click the profile name for the integrator user.
3. In the Field-Level Security, click View link next to Opportunity.
4. In the Visible column, select each of the fields.
   • Amount
   • Close Date
   • Expected Revenue
   • Lead Source
   • Opportunity Name
   • Opportunity Owner
   • Probability (%)
   • Stage
   • Type
5. Click the Save to commit your changes.

Template Management in Salesforce

Salesforce administrators can organize many Campaign email templates into folders and assign permissions to these folders.

Follow these steps to configure the template management in Salesforce.

1. Open an email template in Campaign and check Share template with CRM system.
2. Open Salesforce and sync templates from Campaign to Salesforce by clicking the plus (+) icon (in the classic interface) or the Edit icon (in the lightning interface) in the toolbar.
3. Select All Tabs in the View drop-down menu.
4. Click Sync Acoustic Campaign Templates.

You should sync templates when you make a change to a template in Engage and want it to be reflected in the Salesforcefolders. For example, if you add or delete a template from Campaign, you should Sync Acoustic Campaign Templates.

If you have a common email that should be available to everyone, leave this template in Unfiled Public Email Templates or create a folder that is accessible to everyone.

5. Next, select User > Setup > Communication Templates > Email Templates to create or edit a template folder.
6. From the Unified Public Email Templates page, click Create New Folder.
7. From the New Email Template Folder page, choose the templates you want to display in this folder and assign permissions to the folder.

Note: If templates are not assigned to a folder, they are saved in the Unfiled Public Email Templates folder which everyone can access.

Limit Permissions to the Sync Acoustic Campaign Templates Page

A user’s access to the Sync Campaign Templates page can be limited by following the instructions below. Use this section to confirm that the Profile that will be using the Sync Acoustic Campaign Templates tab will have the necessary permissions to use it.

Follow these steps to limit permissions to the Sync Campaign Templates Page.

1. On the Salesforce Homepage, click on your username.
2. Click the Setup
3. In the App Setup section, click Develop to expand the link.
4. Click the Pages
5. On the Visual force Pages screen, click Security for the Sync Campaign Templates label.
6. Highlight the Available Profile(s) that have the Sync Acoustic Campaign Templates tab accessible and click Add.
7. Click Save.
8. The Visual force Pages page displays.

Set Default off for Sync Templates tab

Users have the option to hide the Sync Silverpop Templates tab. This is the tab where the button is located to sync the shared templates into the Unfiled Public Email Templates folder inside Salesforce. You may Hide or adjust the Default behavior of this tab. For example, to hide this tab in the toolbar read through the following instructions.

Follow these steps to Hide Tab or Set Default Off for Sync Acoustic Campaign Template:

1. On the Salesforce Homepage, click on your username.
2. Click the Setup
3. In the left side panel, under Administration Setup, click Manage Users.
4. Select Profiles.
5. On the User Profiles page, scroll down to the Standard User profile name.
6. Click Edit.
7. The Standard User page displays. Scroll down to the Sync Acoustic Campaign Templates
8. Select Tab Hidden or Default off from the Sync Acoustic Campaign Templates drop-down.
9. Scroll back up to the top of the screen.
10. Click Save.

Remote site settings

You need to configure the remote site settings so that Salesforce and Campaign can communicate with each other.

Configuring remote site settings includes the following two tasks:

1. Configuring the Salesforce callout endpoint.
2. Configuring the Endpoint in the Acoustic Campaign Custom Setting.

Page layout in Campaigns

Follow these steps to customize and set up the page layout in Campaigns.

1. Go to App Setup > Customize > Campaigns > Page Layouts to edit the existing layout.
2. Drag the field Campaign_id to your page layout if you are using SFDC Professional. If you are using Enterprise or Unlimited Edition this step can be ignored.
3. Click Buttons in the layout toolbox on the top and then drag Send Campaign Email to the Custom Button section in the Campaign Detail.
4. Click Related Lists in the layout toolbox and then drag Campaign Email Campaign Activities onto the page layout:
   1. Campaign Email Campaign Name
   2. Subject
   3. Sent date/Time
   4. Number Sent
   5. Open Rate
   6. Click Through Rate
5. Click the wrench icon in the Campaign Email Campaign Activities section to display Related Listed Properties.
6. You can add a maximum of 10 fields to the following Available Fields to Selected Fields.
7. In the same open window, click the plus icon in the Buttons section, clear New, and click OK.
8. Save the layout. (Select Yes when the system asks if you want to overwrite the settings.)
9. Go to Setup > App Setup > Customize > Campaigns > Campaign Members > Page Layouts.
10. Drag the field Campaign Member Id to the page layout if you are using SFDC Professional. If you are using Enterprise or Unlimited Edition this step can be ignored.

Follow these steps if you are using SFDC Professional Edition.

1. Go to Setup > App Setup > Create > Objects.
   
   1. Email Link Name
   2. Link Name
   3. Last Clicked
   4. Mailing_Link_id
   5. URL
2. Click on the custom object labeled Email Link and then click Edit next to Email Link Layout.
3. Add the following fields to the page layout and then click Save.
4. Go to Setup > App Setup > Create > Objects.
   1. Email name
   2. Campaign_id
5. Click on the custom object labeled Campaign Email Campaign Activity and then click Edit next to Campaign Email Campaign Activity Layout.
6. Add the following fields to the page layout and then click Save.
7. Go to Setup > App Setup > Create > Objects.
   
   1. Acoustic Campaign_id
8. Click on the custom object labeled Campaign Email Campaign Link and then click Edit next to Campaign Email Campaign Link Layout.
9. Add the following fields to the page layout and then click Save.
10. Go to Setup > App Setup > Create > Objects.
    1. Email name
    2. Acoustic Campaign_id
11. Click on the custom object labeled Campaign Email Campaign Link and then click Edit next to Campaign Email Campaign Link Layout.
12. Add the following fields to the page layout and then click Save.

Configure the Contact validation rules

Configure the Contact validation rules to which Salesforce contacts are sent to Campaign.

You can choose to activate or deactivate the Contact validation rules depending on the selection made at Sync to Acoustic Campaign in Salesforce. If you have selected Sync to Acoustic Campaign in Salesforce, then activate these rules, if not then be sure to deactivate the Contact validation rules.

If you designate Sync only those leads/Contacts where Sync to Acoustic Campaign option is checked in Salesforce for Sync Eligibility under Settings, then Campaign syncs all the unconverted Leads and Contacts from Salesforce that have the Sync to Acoustic Campaign check box checked. The feature selectively synchronizes only those that have the box checked. The option might be suitable for companies that have Leads/Contacts that must not sync into the Campaign database.

If you designate All Leads/Contacts for Sync Eligibility under Settings, Campaign syncs all the unconverted Leads/Contacts from Salesforce. The option might be suitable for companies that share all the Sales Leads or Contacts with Acoustic Campaign and have no reasons to prevent Leads or Contacts from being added to the marketing database.

Note: The default selection is Sync only those leads/Contacts where Sync to Acoustic Campaign option is checked in Salesforce for the Sync Eligibility setting. Once the Sync is activated, these settings cannot be reverted.

Follow these steps to configure Contact validation rules.

Note: If you plan on syncing using Sync to Acoustic Campaign, this procedure can be ignored.

1. Go to Setup> App Setup > Customize > Contacts > Validation Rules.
2. Select Disable Changing Enable Sync validation rule.
3. Click Save.
4. Deactivate the Prevent Change From Engage validation rule.
5. Click Save.

Note: You can click Edit next to the rule to change these settings.

Page layout in Contacts

Note: 3rd party cookies could cause Contact Insight not to work correctly. To work around this, read Managing 3rd Party Cookies for Contact Insight.

Follow these steps to customize the page layouts in Contacts:

1. Go to Setup > App Setup > Customize > Contacts > Page Layouts.
2. Drag the following fields in the Contacts page layout:
   • Campaign Behavior Score (optional for scoring models in Campaign).
   • Campaign Contacts Rank (optional for scoring models in Campaign).
   • Campaign Contacts Score (optional for scoring models in Campaign).
   • Sync to Campaign (optional if you are using the sync flag option).
   • CRMi Modified Date (required if you are using the Professional Edition).
   • Campaign Recipient ID (required if you are using Professional Edition).
   • Last Sync Date (required if you are using Professional Edition).
   • Last Sync ID (required if you are using Professional Edition).
3. Click Buttons in the layout toolbox and then drag Send Acoustic Campaign Email to the Custom Buttons section in the Contact Details.
4. Click Related Lists in the layout toolbox and then drag Campaign Email Activities onto the page layout:
   • Click the wrench icon in the Campaign Email Activities
   • Move over the following fields. You can select extra fields as needed, up to a maximum of 10 fields.
     • Campaign Email Name
     • Subject
     • Sent Date/Time
     • Status
     • Open Date/Time
   • Sort by Sent Date or Time.
   • In the same open window click plus icon in the Buttons section and clear New and click OK.
   • Click Save. Click Yes to overwrite the settings.
5. Click Visualforce Pages and drag a new section onto the page layout:
   • Enter the name as Acoustic Campaign Contact Insight.
   • Click and drag SP_EngageMashupContact.
   • Click the wrench icon in the mashup and adjust the height to 450 pixels and check the Show scrollbars
6. Repeat steps 1 - 5 for each additional Contact page layout you want to add this information.

Contact settings

Follow these steps to configure the contact object to integrate with the Campaign.

1. Configure the Email Opt-out Field-level Security and Field Accessibility
2. Customize Contact page layout.
3. Configure the Contact validation rules.

Lead validation rules

Configure the Lead validation rules to which Salesforce leads and contacts are sent to the Campaign. If you plan on syncing all leads or contacts from SFDC to Campaign, you need to disable two validation rules on the Lead object.

You can choose to activate or deactivate the Lead validation rules depending on the selection made at Sync to Acoustic Campaign in Salesforce. If you have selected Sync to Acoustic Campaign in Salesforce, then activate these rules, if not then be sure to deactivate the lead validation rules.

If you designate Sync only those leads/Contacts where Sync to Acoustic Campaign option is checked in Salesforce for Sync Eligibility under Settings, then Acoustic Campaign syncs all the unconverted Leads and Contacts from Salesforce that have the Sync to Acoustic Campaign check box checked. The feature selectively synchronizes only those that have the box checked. The option might be suitable for companies that have Leads/Contacts that must not sync into the Acoustic Campaign database.

If you designate All Leads/Contacts for Sync Eligibility under Settings, Campaign syncs all the unconverted Leads/Contacts from Salesforce. The option might be suitable for companies that share all the Sales Leads or Contacts with Acoustic Campaign and have no reasons to prevent Leads or Contacts from being added to the marketing database.

Note: The default selection is Sync only those leads/Contacts where Sync to Acoustic Campaign option is checked in Salesforce for the Sync Eligibility setting. Once the Sync is activated, this setting selected cannot be reverted.

Follow these steps to configure lead validation rules.

Note: If you plan on syncing using Sync to Acoustic Campaign, this procedure can be ignored.

1. Go to Setup> App Setup > Customize > Leads > Validation Rules.
2. Deactivate the Disable Changing Enable Sync validation rule.
3. Click Save.
4. Deactivate the Prevent Change From Acoustic Campaign validation rule.
5. Click Save.

Configure the page layout in Leads

Read through the following procedure to configure the page layout in Leads.

Follow these steps to customize the page layout in Leads.

Note: 3rd party cookies could cause Contact Insight not to work correctly. To work around this, read Managing 3rd Party Cookies for Contact Insight.

1. Go to Setup > App Setup > Customize > Leads > Page Layouts.
2. Drag the following fields in the Lead page layout:
   • Silverpop Behavior Score (optional for scoring models in Engage).
   • Silverpop Lead Rank (optional for scoring models in Engage).
   • Silverpop Lead Score (optional for scoring models in Engage).
   • Sync to Silverpop (optional if you are using the sync flag option).
   • CRMi Modified Date (required if you are using the Professional Edition).
   • Silverpop Recipient ID (required if you are using Professional Edition).
   • Last Sync Date (required if you are using Professional Edition).
   • Last Sync ID (required if you are using Professional Edition).
3. Click Buttons in the layout toolbox and then drag Send Silverpop Email to the Custom Buttons section in the Lead Details.
4. Click Related Lists in the layout toolbox and then drag Silverpop Email Activities onto the page layout:
   • Click the wrench icon in the Silverpop Email Activities
   • Move over the following fields. You can select extra fields as needed, up to a maximum of 10 fields.
     • Silverpop Email Name
     • Subject
     • Sent Date/Time
     • Status
     • Open Date/Time
   • Sort by Sent Date or Time.
   • In the same open window click plus icon in the Buttons section and clear New and click OK.
   • Click Save. Click Yes to overwrite the settings.
5. Click Visualforce Pages and drag a new section onto the page layout:
   • Enter the name as Silverpop Contact Insight.
   • Click and drag SP_EngageMashupLead.
   • Click the wrench icon in the mashup and adjust the height to 450 pixels and check the Show scrollbars
6. Repeat steps 1 - 5 for each additional Lead page layout you want to add this information.

Email Opt-out Field-level Security and Field Accessibility settings

Configure the Email Opt-out Field-Level Security and Field Accessibility settings for your organization users.

1. Go to Setup> App Setup > Customize > Leads.
2. Click Fields.
3. Click the field label Email Opt Out.
4. Click Set Field-Level Security. Ensure that the user profile Field-level security for the profile is set to Visible for the integration users’ profile. Make sure that Read Only is cleared for that profile.
5. Click Save.
6. Click View Field Accessibility and then click Editable next to the user profile.
7. In the Field-level Security section, select Visible for Email Opt Out.
8. In the Page Layout section, select Visible for Email Opt Out.

Note: If you are using SFDC Professional ensure to add Email Opt-out Field-Level Security and Field Accessibility to your lead page layout.

Mapping of Lead fields to Contact fields

Follow these steps to map the Lead fields to Contact fields.

1. Go to Setup> App Setup > Customize > Leads.
2. Click Fields. The Lead Fieldpage is displayed.
3. Scroll down to the Lead Custom Fields & Relationship section and click Map Lead Fields.
4. Map the following Leadfields to the Contact fields:

Lead Fields	Contact Fields
Acoustic Campaign Behavior Score	Acoustic Campaign Behavior Score
Acoustic Campaign Lead Rank	Acoustic Campaign Lead Rank
Acoustic Campaign Lead Score	Acoustic Campaign Lead Score
Acoustic Campaign RecipientID	Acoustic Campaign RecipientID
Sync to Acoustic Campaign	Sync to Acoustic Campaign

5. Click Save.

Lead settings

When you map the Lead fields to the Contact fields, you are specifying which fields will be used when you convert leads. These specified field values will be carried over to the new contact record.

Follow these steps to configure the lead object to integrate with the Campaign.

1. Map the Lead fields to Contact
2. Configure the Email Opt-out Field-level Security and Field Accessibility
3. Customize Lead page layout.
4. Configure the Lead validation rules.

Lightning Page Dynamic Forms Limitations

Page Layouts are edited in the Salesforce Classic UI even though they can be used in Lightning Experience.

Some Salesforce users may want to Edit the Classic Lead and Contact Page Layouts in Lightning Experience and upgrade them to Dynamic Forms.

Some components in the Acoustic Campaign Salesforce CRMi packages are not compatible with Salesforce Dynamic Forms for Lightning Pages.

One is the Contact Insight Visualforce page.

The screenshot below shows the Available for Lightning Experience, Experience Builder sites, and the mobile app option is unchecked.

Acoustic’s developers are currently addressing this issue as an enhancement request.

because Dynamic Forms are not available or a requirement for all standard Salesforce objects.

Please review Dynamic Forms Limitations.

The beginning steps to upgrade a Page layout to a Dynamic Form is shown below.

In Lightning App Builder alone, the Contact Insight Visualforce page displays fine. When selecting the highlighted Upgrade Now section for Dynamic Forms, an issue will occur for incompatible components.

Select any area in the Detail section and click the Upgrade Now button.

Click Next.

Select the Classic Page Layout to upgrade, and click finish.

After clicking finish, the Contact Insight section no longer shows any data. This is because the component doesn’t meet the following rule.

If this is not desired, it’s best to click Back or Undo rather than Save.

It's best to Create a new Page Layout, copy your existing Layout, and test the upgrade to Dynamic Forms.