Visibility of the custom fields defined for the integration

Follow these steps to set the visibility to all custom fields defined for the integration.

1. Go to the detail page of the custom field Setup > Customize > Leads > Fields. Note: You must repeat the same steps for all the fields. For example, you must complete the following steps for Setup > Customize > Contacts > Fields.
2. Select a field and click Set Field-Level Security.
3. Check the Visible check box for the new profile.
4. Click Save.

Visibility of the standard fields defined for integration

Set the visibility to all the standard fields, which are set or mapped for integration and are disabled as default, for example, the Email Opt-Out field.

Complete the following steps to set the visibility to all standard fields defined for the integration.

1. Go to the detail page of the custom field Setup> Customize > Leads > Fields.
2. Select the Email Opt Out field and click View Field Accessibility.
3. Click the Hidden link for the Master Record Type.
4. Select Visible for your profile. The field is Editable for your profile.

Note: You must repeat the same steps for all the fields. For example, you must complete the following steps for Setup > Customize > Contacts > Fields. If you have installed Person Account, click the Hidden link for Person Account.

Customize the user profile

Learn how to create or modify a user to use the newly created profile and enable the required options.

1. Go to Setup > Administration Setup > Manage Users > Users.
2. Click New User or click Edit to the left of the listed user you want to modify.
3. Fill in all the required fields and select the newly created profile.
4. Check Active to activate the user and Marketing User to grant permission to the user to update and add campaign members to the Campaigns through the API.
5. Click Save.

Customize the Salesforce user profile

To activate the synchronization, you need to create or edit a Salesforce user profile configured for this process. Follow these steps to define the minimum permissions required for accessing the synchronizing data.

1. Go to Administration Setup > Manager Users > Profiles.
2. Click Read Only. The Read-Only profile provides the minimum number of permissions available in the standard profiles, so it's a good starting point to create a new profile. You can use this profile as a template to create the integration profile.

The profile detail page is displayed.

3. Click Clone to create a new profile based on the Read Only.
4. Enter a Profile Name and click Save.

The detail page of the new profile is displayed.

5. Click Edit and scroll to Administrative Permissions Ensure the API Enabled option is selected. This option grants access to the API. You define that the user assigned to this profile can complete operations against Salesforce through Web Services.
6. Select View All Data to view all the data that other users own. The field allows the integrator to retrieve data owned by all the users defined in the Salesforce account. When you check this option, other required options such as View Setup and Configuration, View All Data, and the read permission for all objects are enabled automatically.

Note: Do not clear any of these options as it disables the View All Data option.

7. Scroll down to the Standard and Custom Object Permissions. Ensure that the View All in the Data Administration column is selected for all the objects that are needed by the Integrator, which include Campaigns, Contacts, Leads, Email Links, Acoustic Campaign Email Activities, Acoustic Campaign Email Campaign Activities, and Acoustic Campaign Email Campaign
8. Select Create and Edit for the objects mentioned in Step 7, and Select Campaigns, Contacts, Leads, Email Links, and Acoustic Campaign Email Activities.

Note: If you want to grant more permissions to the user (for example, if you intend to log in with the user through the UI and delete some records), you can do it. However, you cannot clear any of the options shown in the following image:

9. Click Save.

Understand Contact Insight CRM permissions

It is essential to ensure that Visualforce Pages related to the Contact Insight feature and the Salesforce API are enabled for the User Profiles viewing the Contact Insight.

Before you begin

1. Ensure that the Visualforce Pages related to the Contact Insight feature and the Salesforce API are enabled for the User Profiles viewing the Contact Insight.
2. Check the API Enable check box for all Salesforce profiles that will view the Contact Insight.
• Go to Setup > Manage Users > Profile.
• Edit the Profiles needing access to Contact Insight.
• In the Administrative Permissions section, check the API Enabled check box.
• Click Save.

Complete the following steps for SP_EngageMashupLead, SP_EngageMashupContact, and SP_EngageMashupAccount to verify the permissions.

1. Go to Setup > Develop > Pages and click over the Security link of any of the Visualforce pages that are related to the Contact Insight feature.
2. Add the Profile that needs to be enabled.
3. Click Save.
4. Repeat steps 1,2 and 3 for all the Visualforce pages.

Note: If the securities permissions are not correctly set, an error message is displayed, and Contact Insight will not work. For example, Content cannot be displayed: You do not have sufficient privileges to access the page: /apex/silverpop_SP_EngageMashupLead

5. The Contact Insight feature is displayed for each record (Lead, Contact, and Person Account).

Note: If the record is not synchronized, the Contact Insight feature will not work as expected. Wait until the record is synchronized.

Understand the permissions for Salesforce CRMi, Contact Insight, and Send Acoustic email (previously Send Silverpop Email)

The integration user(s) are the users specified in the Credentials tab of the Campaign's settings. To facilitate the synchronization of Campaign and Salesforce, that type of user requires different permissions:

• Profile Definition to create or edit a Salesforce user profile
• User Settings to create a new user or edit an existing one.
• Field-Level Security to set the visibility to all the custom fields defined for the Integration.
• Field Accessibility to set the visibility to all the standard fields, which are set or mapped for integration and are disabled as default.

Understand the Send Acoustic Email (previously Send Silverpop Email) CRM permissions for the Salesforce Professional edition

For Salesforce Professional Edition users, it is essential to confirm that the fields listed in the following section are on the appropriate page layout to prevent failures while using the Send Acoustic Email (previously 'Send Silverpop Email') feature. This is because the Salesforce Professional Edition does not have a Profile system to control the accessibility of fields and ensure the correct feature of the button.

Send Acoustic Campaign Email function for Salesforce Campaigns

Follow these steps to Send Acoustic Campaign Email for Salesforce Campaigns.

1. Log in to Salesforce and access Campaigns.
2. Click the name of the Campaign you want to use to send an Acoustic Campaign email.
3. In the upper-right area of the page, select the drop-down, and click Send Acoustic Campaign Email.
4. In the Select Template dialog box, use the drop-down menu to choose the template that accompanies your message. If you want to add any text in addition to the content in the template, you must choose a template with an asterisk * in front of its name. Ensure you have added synchronized leads and contacts to the campaign as Campaign Members. Non-syncing campaign members are not sent the email.
5. Click Next to save your template choice and move to Compose Your Email. On the Compose Your Email page, fields preceded by red vertical lines are required fields. If you choose a template that does not have an asterisk preceding its name, then in the Personal Message area, you are not allowed to add a personal message to the contact.
6. Review the Message Information area and confirm your details. You can also choose the Insert Personalization to include various items to make the message more personal to each contact, such as inserting their first or last name, an account number, a birthday, and more. For example, you can send an email to all account holders on their birthday and offer a 20%-off coupon. Personal Messages are limited to 255 characters. If personalization is used for fields such as company name, the company's actual name is used in the total character count.
7. After you compose your message, you can choose to send it now or later using the drop-down menu in the Send Options.
8. If you choose the Send Later option, a date and time field displays the current date and time. Place your cursor to specify the date and time field. A pop-up calendar is displayed that enables you to select a future date. Select a time by manually entering it after you choose a date.
9. In the Send Options section, you can use the Preview to preview your message. In addition, if you want to make changes to your message, you can use the Back on each page.
10. When your message is complete, and you are sure that everything is set exactly as you want, you can use Send to complete the process and send your personalized message. A processing message text and an activity bar are displayed. When complete, you receive a confirmation message that states your email has been submitted and will be processed according to your settings.
11. Press OK to close the window. The Campaigns page is displayed.

Send email function for contacts

Follow these steps to send a Campaign email to Contacts.

1. Log in to Salesforce and access contacts.
2. Click the lead's name to whom you want to send a Campaign email.
3. In the upper-right area of the page, select the drop-down, and click Send Acoustic Campaign Email.
4. In the Select Template dialog box, use the drop-down menu to choose the template that accompanies your message. If you want to add any text in addition to the content in the template, you must choose a template with an asterisk * in front of its name.
5. Click Next to save your template choice and move to Compose Your Email. On the Compose Your Email page, fields preceded by red vertical lines are required fields. If you choose a template that does not have an asterisk preceding its name, then in the Personal Message area, you are not allowed to add a personal message to the contact.
6. Review the Message Information area and confirm your details. You can also choose the Insert Personalization to include various items to make the message more personal to each contact, such as inserting their first or last name, an account number, a birthday, and more. For example, you can send an email to all account holders on their birthday and offer a 20%-off coupon. Personal Messages are limited to 255 characters. If personalization is used for fields such as company name, the company's actual name is used in the total character count.
7. After you compose your message, you can choose to send it now or later using the drop-down menu in the Send Options
8. If you choose the Send Later option, a date and time field displays the current date and time. Place your cursor to specify the date and time field. A pop-up calendar is displayed that enables you to select a future date. Select a time by manually entering it after you choose a date.
9. In the Send Options section, you can use the Preview to preview your message. In addition, if you want to make changes to your message, you can use the Back on each page.
10. When your message is complete, and you are sure that everything is set exactly as you want it, you can use Send to complete the process and send your personalized message. A processing message text and an activity bar are displayed. When complete, you receive a confirmation message that states Your email has been submitted and you will be processed according to your settings.
11. Press OK to close the window. The Contacts page is displayed.

Send email function for Leads

Follow these steps to Send Acoustic Campaign Email for Leads.

1. Log in to Salesforce and access Leads.
2. Click the lead's name to whom you want to send an email.
3. In the upper-right area of the page, select the drop-down, and click Send Acoustic Campaign Email.
4. In the Select Template dialog box, use the drop-down menu to choose the template that accompanies your message. If you want to add any text in addition to the content in the template, you must choose a template with an asterisk * in front of its name.
5. Click Next to save your template choice and move to Compose Your Email. The Compose Your Email page requires fields preceded by red vertical lines. If you choose a template that does not have an asterisk preceding its name, then in the Personal Message area, you are not allowed to add a personal message to the contact.
6. Review the Message Information area and confirm your details. You can also choose the Insert Personalization to include various items to make the message more personal to each contact, such as inserting their first or last name, an account number, a birthday, and more. For example, you can send an email to all account holders on their birthday and offer a 20%-off coupon. Personal Messages are limited to 255 characters. If personalization is used for fields such as company name, the company's actual name is used in the total character count.
7. After you compose your message, you can choose to send it now or later using the drop-down menu in the Send Options.
8. If you choose the Send Later option, a date and time field displays the current date and time. Place your cursor to specify the date and time field. A pop-up calendar is displayed that enables you to select a future date. Select a time by manually entering it after you choose a date.
9. In the Send Options section, you can use the Preview to preview your message. In addition, if you want to make changes to your message, you can use the Back on each page.
10. When your message is complete, and you are sure everything is set exactly as you want, you can use Send to complete the process and send your personalized message. A processing message text and an activity bar are displayed. When complete, you receive a confirmation message that states Your email has been submitted and you will be processed according to your settings.
11. Press OK to close the window. The Leads page is displayed.

Send an email from Salesforce

Before you start with the synchronization project, complete the following tasks.

1. Ensure that the Salesforce administrator has enabled the link between Salesforce and Campaign and confirm that the configuration was successful.
2. Verify the existence of the custom Send Acoustic Campaign Email button for Leads, Contacts, and Campaigns. This button is unique to this integration.
3. Confirm that at least one of the Campaign templates is shared with CRM by completing the following steps:
   1. In Campaign, select Email Campaigns.
   2. Click the appropriate template.
   3. In the Email Settings area, select Share template with CRM system.

For the Share Template with CRM system box to be available, the template must be in a Shared location, and the contact source must be the Campaign database synchronized with CRM.

Create a send email button for a person account page layouts

Read through the following section to understand how to create the Send Acoustic Campaign Email button to Person Account Page Layouts. After you create and configure the button, go to Customizing the Person Account Page Layout to learn how to add the button to the page layout.

1. Go to Setup > Customize > Account > Buttons and Links.
2. In the Custom Button and Links section, click New. Then, proceed to configure Send Acoustic Campaign Email.
3. In the Label field, add the name Send Acoustic Campaign Email.
4. In the Display Type, select the option Detail Page Button.
5. For the Behavior drop-down, select the option Execute JavaScript and confirm that the Content Source option is set to OnClick JavaScript.

In the text area space, copy and paste the following code. After you add the code, the Add Button page is displayed.

  {!REQUIRESCRIPT("/soap/ajax/15.0/connection.js")}if({!Account.IsPersonAccount}
  ==true){var tempresult = sforce.connection.query("Select PersonContactId, Id,
  Name from Account where id= '"+"{!Account.Id}"+"' ");var contacts = tempresult.getArray("records");var
  recordid = contacts[0].PersonContactId;var mySplitResult = recordid .substring(0,
  15);window.open('/apex/silverpop__SP_EngageContactLogin?id='+mySplitResult ,
  '_blank', 'height=700,width=1024,location=0,resizable=0,toolbar=0,status=0,menubar=no,scrollbars=1');}else{alert('Send
  Acoustic Campaign Email is only supported for Leads, Contacts, Campaigns, and Person
  Accounts.');}