Set Up Salesforce Sync (Salesforce Admin Guide)

If you use Salesforce as your CRM system, you can use the Salesforce Sync feature to view and store Newsweaver reporting information(clicks and opens) within your Salesforce account. If you want to enable this feature, you will need to Link Newsweaver with your Salesforce account. Then use the instructions below to configure your Salesforce account, you will also need to configure your Newsweaver account.

 

To Set up Salesforce Sync(Instructions for Salesforce Administrator):

  1. The following Salesforce instructions are not necessary if you are only using the Importing Contacts from Salesforce feature.
  2. Set up Salesforce Sync in your Newsweaver Account or contact your Newsweaver Administrator to set this up before continuing.
  3. With the sync is in place two new custom objects will become available in your Salesforce account:
    • Newsweaver Email Activity
    • Newsweaver Email Clicks (only populated with information if the Level of Detail setting in the Newsweaver account is set to Content Clicks)
  4. You will need to update the Page Layout for Leads and Contacts, to ensure the new custom objects are displayed when viewing leads/contacts.

 

To Update Settings for the Newsweaver Email Activity Object:

  1. Click on the Wrench Icon that appears beside the object name.
  2. From the Columns options, make sure that the following are selected:
    • Email Subject Line
    • Newsletter/eBulletin Name
    • Date Email Sent
    • Opened
    • Clicks
    • N.B – Remove the ‘Contact’, ‘Lead’ and ‘Newsweaver Identifier’ Fields from the Selected Options
  3. Select the following Sort By options:
    • Date Email Sent
    • Descending
  4. Open the Buttons option and un-tick the New box.
  5. Click OK to save your changes.

 

To Update Settings for the Newsweaver Email Clicks Object:

  1. Click on the Wrench Icon that appears beside the object name.
  2. From the Columns options, make sure that the following are selected:
    • Activity Type
    • Click Time
    • Newsweaver Email Content
    • N.B – Remove the Newsweaver Identifier Fields from the Selected Options.
  3. Select the following Sort By options:
    • Click Time
    • Descending
  4. Open the Buttons option and un-tick the New box.
  5. Click OK’ to save the changes.
  6. With these updates completed, click to save the layout, using the Save button that appears at the top left of the page.
  7. To update the Page Layout for Contacts, click on the Contacts tab, click on any Contact, click Edit layout, and follow steps 4 to 8 as before

The Newsweaver custom objects should now be added to the Page Layout for both Leads and Contacts, and should be visible when viewing a lead or contact.

 

Page Layout Update:

These instructions describe how to update the Page Layout for Leads. You will need to follow the same steps to update the Page Layout for Contacts.

  1. From the main menu options, click on the Leads tab.
  2. Click on any lead.
  3. When the lead opens, click on the Edit Layout option.
  4. On the Lead Layout Options that open, click on Related Lists.
  5. Find the Newsweaver Email Activity button and drag it on to the page layout.
  6. Find the Newsweaver Email Clicks (if using) and drag this onto the page also.
  7. Drag and drop these buttons to the area on the page that they should be displayed in.
  8. With the custom objects added to the page, the settings for these objects now need to be updated.