Saturday, 5 February 2011

Integrating Salesforce Person Accounts with Campaign Monitor

Connector for Salesforce + Campaign Monitor not only connects Salesforce Contacts and Leads with Campaign Monitor, but can also integrate with Salesforce Person Accounts. (If you don't use Person Accounts in your Salesforce app, our official installation and configuration guide has all the information for you can set up the Connector to integrate with the Salesforce Contacts.)

Before you proceed, you must have installed the latest version of the Connector in your Salesforce org. 

Configuring the Salesforce Person Account Page Layout

To subscribe a person account to a subscriber list, you need to add a button ("Add to List") to your person account page layout. Also, in order to view the email activity data (email opens and clicks) retrieved from Campaign  Monitor, you must add a related list called "Email Activities" to your person account layout.

These components are already included in the Connector package, so you only need to add them to your relevant page layout. To do that:

  • In your Salesforce org, navigate to Setup > App Setup > Customize > Accounts > Person Accounts > Page Layouts.
  • Click the Edit button next to the page layout you want to add the button for (e.g. "Person Account Layout"). 
  • Select Related Lists from the top-left sidebar, and add the List Subscriptions and Email Activities related lists to the page layout as the following screenshot:

  • Click the wrench button for the List Subscriptions related list, and click the [+] sign in the bottom that has the label "Buttons". This will bring up the hidden section for the buttons, where you can select the "Add to Subscriber List" button, which comes with the Connector's package.

  •   Click OK and then don't forget to click Save on the page layout editor as well.
Now let's see this in action! Go ahead and navigate to a normal person account page by selecting any person account record in your Salesforce app. Now you will notice that you have the "Add to Subscriber List" button in your List Subscriptions related list. Click that button, and you will see something similar to this:

Of course, the items listed in the select box should be the subscriber lists you have in your Campaign Monitor app. As you probably know, this is the same screen as the one you should see when you click the "Add to Subscriber List" button in your Contact detail page.

If everything worked so far, your person account page should look something similar to this:

The data in the Email Activities related list will show up after you refresh recipient activities from the appropriate Campaign page or after your scheduled refresh runs. 

You may also want to add a custom link on the person account detail page to access a subscriber's detailed information stored in Campaign Monitor. For this, refer to the section 1.7 Adding Custom Link for More Subscription Info in the installation and configuration guide, which should be very similar to what you have to do to add the link to the person account page layout.

Adding Multiple Person Accounts to a Subscriber List

For this, you don't have to do anything special. Person accounts in Salesforce have all the attributes of Contacts internally -- which means you can display a desired list of person accounts in the standard list views in the Contacts tab. For example, the following list view displays all contacts AND person accounts whose hobby is golf:

In the screenshot, the first two records are person accounts. However, you can add these people to your subscriber list as you would do with contacts (the third and fourth records in the screenshot), by selecting them and clicking the "Add to Subscriber List" button.

If you have more question on using the Connector with person accounts, please leave a comment here or contact us.

1 comment:

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