This integration method provides you with seamlessly integrated point-and-click tools that synchronize Customer Relationship Management (CRM) data and email marketing activity. This enables you to create more effective, data-informed marketing messages.

Before you begin

• Create an Exchange account. Go to Getting started with Exchange for step-by-step instructions.
• Get access to a Salesforce account.
• Create an account in Campaign. Go to Getting started with Acoustic Campaign for step-by-step instructions.
• Use the legacy integration of Salesforce and Campaign to build a baseline for the Exchange, Campaign, and Salesforce integration. For more details, go to Configure the integration of Salesforce CRM with Acoustic Campaign.

Integrate Campaign and Salesforce with Exchange

1. Go to Campaign > Application account settings and enable the Exchange application.
2. From Organization settings, select CRM and scoring settings and deactivate Lead/Contact email history to CRM.
3. Optional: In your Salesforce account, install the Acoustic Exchange workflow template package.
   1. Select Install for all users, and then Install.
   2. Configure outbound messages by selecting Setup > Create > Workflow and approvals > Outbound messages.
   3. Edit the Exchange CRM event template by replacing UBX-SALESFORCE-ENDPOINT-HOST and UBX-SALESFORCE-ENDPOINT-EVENT-AUTHKEY in the endpoint URL with event destination URL host and event level authentication key. Select Save.
   4. You can find your Salesforce CRMi event level authentication key under the More details menu of the Exchange user interface.
   5. If necessary, modify the Exchange workflow template package with any additional rules and then select Activate.

      Note: Ensure that the outbound messages that you configured for the rule are updated with the correct Exchange host and authentication key.

4. In Exchange, register Campaign engage as an endpoint in your Exchange account.
5. In Exchange, register Salesforce as a CRMi endpoint in your Exchange account.
   1. On the Endpoints tab, click Register new endpoint to display the endpoint registration wizard.
   2. Select Salesforce and click Next.
   3. Under deployments, choose CRMi.
   4. Enter the CRM user name, password and secret key that is associated with your Salesforce account. These credentials should be the same as the credentials entered in the CMR settings of Campaign. Select Register.
6. To complete the integration process and enable data flow from one endpoint to another, you must subscribe your endpoints to events. An event is a specific interaction or behavior that a business application can detect at a specific time and that can be associated with a customer identifier. In this integration, you can subscribe to events in the email event type.

Next, review documentation about subscribing to events.