In this article
Users can connect their Salesforce account to their Decipher account to use in an email campaign. The email campaign can import a Salesforce report or campaign as a recipient list.
1: Preparing for the Decipher-Salesforce Integration
Prior to connecting your Decipher and Salesforce accounts, complete the following three tasks within Salesforce.
-
Identify the Salesforce login credentials to be used for the integration.
- These can be the credentials for an existing account, or an account can be created specifically for the integration.
- The permissions set for these credentials will determine which reports and campaigns will be visible to Email Campaigns users in Decipher.
- Identify the Salesforce folder containing the reports to be used in Decipher.
Note: The default folder will be “Public Reports” if you do not choose a different folder.
Note: Choose a primary folder. Reports located in subfolders within the primary folder will also be available for use.
Note: Salesforce campaigns available to your user will automatically be displayed, regardless of folder selection.
-
Create and/or place the desired reports in the folder identified in step
2.
- Reports should be in tabular form and include recipients’ email addresses.
2: Connecting Your Decipher and Salesforce Accounts
To integrate your Decipher and Salesforce accounts, access the Company Page in Decipher. Click Salesforce under Integration Settings.
Note: The above image shows a company with an integration already set up, but you will likely have none listed initially.
Note: If you do not see the Integration Settings > Salesforce option, please contact your Forsta account representative or our Technical Support.
Select a connection type from the drop-down menu, then click Go. You may choose to connect with a production account or a sandbox account.
You will be directed to the Salesforce login page. Input the Salesforce login credentials to be used for this integration, then click Log In.
A confirmation screen appears. Confirm access to the account by clicking Allow.
You will be returned to the Decipher Salesforce integration page, where the Salesforce Account Details modal will appear. Select a folder, add a Description, and click Confirm.
Note: The default folder is “Public Reports”.
Note: Reports located in subfolders within the primary folder will also be available.
Note: The folder names displayed in Surveys may not match exactly with the corresponding folder names in Salesforce.