Salesforce Integration

Integrating your CRM tools with your Marketing Automation Platform is a powerful way to streamline your business processes and align your marketing and sales departments.

To get you started, we’ve written step-by-step instructions for integrating your AMP account with Salesforce (SF.) Please keep in mind that this process does take time, as you are integrating two robust software systems. The success of this integration hinges on the accurate preparation of your data.

Create a Workflow

Before proceeding, be sure the AMP marketing user for your company is also a Salesforce admin. If you are not an admin- please contact your Salesforce administrator to request an admin account.

Once the AMP marketing user is integrated with their respective SF admin account, all Salesforce contacts will be pulled into AMP.

NOTE: All other AMP user accounts must be non-admin SF accounts. Once those accounts are integrated, only the contacts whose owner ID matches will be imported into their respective accounts.

Step #1 - Scrub Your data and set up Contact/Lead Fields

• Conduct an inventory of your AMP contact record fields.

If you want contact information to be stored in two systems, it only makes sense that you create fields (storage areas) for that information in both pieces of software.  Click on this link to view a complete list of AMP’s standard fields.

NOTE: You or your marketing admin. may have created custom fields. To view all of your customized AMP fields, login to your AMP account, go to the contacts tab and click on “create contact record” to view all of your AMP fields.

• Conduct an inventory of your SF lead/contact fields.

Some fields/buttons will be added to your SF account during the setup process (AMP Lead Status, AMP Interest Level), you must create any other field of information in AMP’s contact record section that you would like to store in SF upon syncing.

*See SF for a list of lead/contact fields, as MindMatrix does not supply that information.  

• Create custom fields in both AMP and SF to store the data you want to integrate.

Step #2 - Setting Up Salesforce

The SF admin/AMP Marketing user will need to complete the following process first.

MindMatrix AMP

Package Password - MindMatrix@2018

Version 1.6.3

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0I000001E12D

Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

• Click on the ‘Login to the AppExchange’ button.

• Click on ‘Install’ in the production section

• Check the box next to ‘I have read and agree to the terms and conditions’.

• Click on the ‘Confirm and Install’ button

• After you are directed to the Salesforce login page, login as an Administrator to your Salesforce account.

• Next, you will be prompted to enter the package password. Enter the password below:

                     MindMatrix@2018 (sometimes copying and pasting will not work and you will need to manually type this password in)

• Click ‘Yes’ to grant access to third-party web sites

• Click on ‘Continue’

• Click on ‘Next’ for Step 2

• Click the radio button for ‘Grant access to all users’ and then click on ‘next’

• Click on ‘Install’ and then wait for the installation process to complete. You will see the spinning wheel in your browser tab to let you know the installation process is taking place.

• Once, installation is done, it’s time to put AMP fields into page layouts.

• There are three important sections: Lead, Contacts, and Accounts.

Customizing the LEADS page layout:

• Go to ‘Setup’

• Now, choose ‘Customize’ > ‘Leads’> ‘Page Layouts’ - from the left-hand side menu:

Next, you must know which page layout you are currently using.  If you do not know- click on ‘Page

Layout Assignment’ (see below) and see which layouts each of your users are utilizing. If some of your AMP users are using ‘Lead (Sales) Layout’ and some are using ‘Lead Layout’- you must follow the steps below twice, once for each of the different layouts.   

• Click on ‘Edit’ next to the layout.

Now start with the ‘Fields’ section of layout. Drag and Drop the following fields into the Lead Information Section:  AMP Lead Status, AMP Interest Level, and Recipient List (Nurture Leads is not functional so you do not have to place this one).

The image on the next page shows an example of where to place the fields when you drop them in.

• Click on ‘Buttons’.

Drag and Drop the following buttons into the ‘Custom Buttons’ section: ‘Send AMP Email’, ‘Create AMP Sales Material’, ‘Manage AMP Sales Materials’, and ‘Add Nurture Campaigns’.

.

• Click on ‘Visualforce Pages’.

• Drag and Drop the ‘section’ button to below the address field. Then name the section ‘AMP Feed’ and select detail page (uncheck edit page box) and 1-column. Click ‘okay’.

• Drag and Drop ‘AMPLeadActivityFeed’ into the newly created section

• Hover over the wrench icon for the AMP Feed section in upper right corner (see arrow below)

• Make height 300 pixels and click ok

• Click ‘Save’

• Now choose ‘Lead Search Layouts’

• This option is found under ‘Setup’ > ‘Customize’>’ Leads’> ‘Search Layouts’ – on the left-hand side menu

• Click on the ‘Edit’ button on to the left of the search results

• Move ‘AMP Lead Status’ field from ‘Available Fields’ to ‘Selected Fields’

• Scroll down and move ‘Sync with AMP’ button from the ‘Available Buttons’ side to the ‘Selected Buttons’ side (View on next page)

• Click on ‘Save’ at the bottom

• Click on ‘Edit’ next to the ‘Leads List View’

• Move the ‘Sync With AMP’ button from the ‘Available Buttons’ side to the ‘Selected Buttons’ side

• Click on ‘Save’

• Click on ‘Edit’ next to the Leads Tab layout

• Move ‘AMP Lead Status’ from ‘Available Fields’ to ‘Selected Fields’

• Click on ‘Save’

You are now done with Leads Section.

Customizing the CONTACTS Page Layout

• Under ‘Setup’ > ‘Customize’ > ‘Contacts’, select  ‘Page Layouts’ from the left side menu

• Click on ‘Edit’ next to your respective page layout. ***Remember- if you use multiple layouts- you must do the following steps for all layouts.

• Drag and Drop the following fields into the contact Information section: ‘AMP Contact Status’, ‘AMP Interest Level’, and ‘Recipient List’.

• Click on ‘Buttons’

• Now choose the following buttons to drag and drop into the custom buttons box: ‘Send AMP Email’, ‘Create AMP Sales Material’, ‘Manage AMP Sales Materials’ and ‘Add Nurture Campaign’

• Now Select ‘Visualforce Pages’

• Drag and drop ‘Section’ below the ‘Address Information’ section.

AMP

The ‘Section Name’ should be ‘AMP Feed’.  Uncheck ‘Edit page’, and then select ‘1 column’.

• Click ‘Ok’

• Drag and drop ‘AMPContactActivityPage’ to the newly created AMP Feed section.

• Click on the wrench icon by hovering in the right-hand corner of the amp contact activity feed box.

• Change height to 300 and click ‘Ok’

• Click ‘Save’

Under ‘Setup’ > ‘Customize’ > ‘Contacts’, click ‘Search Layouts’, from the left-hand side menu

• Click ‘Edit’ next to Search Results

• Move ‘AMP Contact Status’ from ‘Available Fields’ section to the ‘Selected Fields’ section

Scroll down and move ‘Sync With AMP’ button from ‘Available Buttons’ to ‘Selected Buttons’

• Then click ‘Save’

• Click on ‘Edit’ next to ‘Contacts List View’

• Move ‘Sync with AMP’ button to the ‘Selected Buttons’ side

• Click on ‘Save’

• Click on ‘Edit’ next to ’Contacts Tab’

• Move ‘AMP Contact Status’ from the ‘Available Fields’ to the ‘Selected Fields’ side

• Click ‘Save’

Customizing the ACCOUNT Page Layout

• From the left-hand side menu, choose ‘Page Layouts’ under ‘Accounts’

• Click on ‘Edit’ next to the respective ‘Account Layout’ section

• Click on the wrench icon next to contacts list

• Move ‘AMP Contact Status’ field to the ‘Selected Fields’ side

• Click ‘Ok’

• Click on ‘Save’

• From the left-hand side menu ‘Search Layouts’ from under ‘Accounts’

• Click on ‘Edit’ next to the Search Results

Under the ‘Custom Buttons’ section, add the ‘Sync Contact With AMP’ button to the ‘Selected Buttons’ side.

• Click ‘Save’

• Click ‘Edit’ next to accounts list view

• Move ‘Sync Contacts With Amp’ to the ‘Selected Buttons’ section

• Click ‘Save’

And finally, to add the AMP tab into main tab menu:

• Click on the plus icon on the main menu

• Click on the orange, ‘Customize My Tabs’ button

• Add ‘AMP’ from ‘Available Tabs’ and move it to the ‘Selected Tabs’ section  

• Now move ‘AMP’ up in the tabs menu

• Click ‘Save’

Now, reach out to your Onboarding Specialist

Contact the MindMatrix team to let them know you are finished installing the App. Someone on the MindMatrix team will perform the necessary functions to finalize the connectivity to your SalesForce account. You will be notified when you may proceed to the final steps in integrating your admin AMP/SF accounts.

Once your onboarding gives you the “go ahead”:

• Go to the AMP tab and login using your AMP login credentials

• Remember to Enter the URL including Https://{siteName}.amp.vg/  the slash and HTTPS are required

• You can access the AMP dashboard from here.

AMP side integration

Step 1: Click on the user profile.

Step 2: Click on the CRM icon.

Step 3: Click on “Login to activate”.

Step 4: You will receive a notification asking to select the edition type. Click on “OK”.

Step 5: Select an appropriate edition type from the list.

Step 6: Select an appropriate time interval. Based on the sync interval, CRM contacts will get imported to AMP. After selection click on “Login to Activate”.

Step 7: You will be directed to the Salesforce login page. Enter your credentials and login to your account.

Note: You will be able to see the login page only if you are not logged in the CRM.

Step 8: After logging in, you will see additional fields.

A) Update: Click on “Update” to change/edit the Sync Time.

B) Deactivate: Click on “Deactivate” to deactivate your account.

C) Map Fields: Click here to map fields from the CRM to AMP.

Note: “Map Fields” can only be viewed if you are a superadmin.

Step 9: Click on “Map Fields”.

Step 10: After clicking on “Map Fields”, the contacts from the CRM will be mapped to AMP.

1) This label contains the AMP field.

2) This label contains the CRM field.

Click on “Save”.

Step 11: You can’t select the same CRM field twice in the AMP field.

For example: If you select the CRM field as “Employees” in the AMP field “First Name” and try to select the same CRM field in other AMP field “Email Address”, it will not appear.

If you want to add the same CRM field in another AMP field, you have to go to the previous AMP field i.e. “First Name” (AMP field) and select the option “Unmapped” in the CRM field. Doing this will unmap the previous CRM field and you can add the same CRM field in another AMP field.

Click on “Save”.

Step 12: You will receive a notification on the successful mapping of fields.

Setting Automatic Syncing From AMP to SF

Contacts will not automatically flow into SF.  You must let the system know what/when the AMP to SF sync should take place based on lead score.

In AMP, Go to Setup> Lead Scoring>click on the ‘CRM’ tab

Use the pulldown menu to determine which interest levels will automatically cause syncing with SF. Once a contact in AMP reaches that threshold they will automatically be sent to Salesforce (as a lead). If the record exists in SF, it will not duplicate the lead- it will just add the new interest level information.

If a record in AMP exists in both the leads and contacts SF sections, the lead/contact will update, in both sections, with the information in AMP.

If the AMP record does not already exist in SF, AMP will add that new record to Leads in SF.

AMP will never create new records in the SF contacts section- it will just update information.

Choose the interest level from the pulldown menu. Keep in mind: if you choose medium, for example, any record in AMP that is medium, high, or hot will automatically sync with Salesforce. It takes the chosen threshold and syncs records with that interest level and higher.

Integrating AMP and SF for your other AMP users

Once the SF admin account is fully integrated, all other AMP users will  now be able to integrate their SF accounts.

First, all users must go to the AMP tab in SF and login to their AMP account.

• Go to the AMP tab and login using your AMP login credentials

• You can access the AMP dashboard from here.

Note: For more information, view the AMP side integration steps.

How do I test to make sure integration was successful?

Syncing AMP Records to SF

• Find a record in AMP that does not exist in SF. Highlight the contact and click on “stats”

• Then click on ‘push to CRM’

• Wait 10 minutes and check SF to see if the record became a Lead in SF.

Syncing SF Leads To AMP Records

• Go to the Leads tab in SF

• Find a lead that does not already exist in AMP. If you do not have one, create a fake lead.

• Check the box next to a lead and click on ‘Sync with AMP’

• You should get a popup saying it was successful

• Then check AMP for that lead. Make sure you check all of the fields that you mapped  to ensure all of the contact data was transferred.

Syncing SF Contacts to AMP Records

• AMP will automatically pull all contacts from SF for SF admin. For other SF users, AMP will pull only contacts from SF whose owner id matches with the respective user.

• Go to the contacts tab in SF

• Find a contact that does not exist in amp

• Check the box and click sync with amp

• Check AMP for the new contact and check that all fields were synced, as well

Syncing SF Accounts to AMP Records

• Go to the accounts section

• Choose an account by checking the checkbox and click ‘Sync with Amp’

• A pop up window will appear- all company accounts will appear (keep in mind that some accounts may not have contacts associated with them - therefore no contacts will sync with AMP.

• Select one or more contacts to sync.  You can also select a recipient list from AMP if you would like.

• Find the contact in AMP.  Select edit to see if they were added to the recipient list you chose.

• If you do not choose a recipient list- they will be added to a default recipient list called ‘sfdc contacts’

Important Notes

• Some versions of Internet Explorer will cause errors when you attempt to use some of the AMP features within SF. It is recommended that you use Google Chrome, or Firefox for SF.

• Contact records in AMP are synced with SF in the following ways: manually by selecting a contact record and pushing it to the CRM (the contact record will go to SF leads section), or automatically by adjusting the lead score trigger (again, all records will go to SF leads sections). Any AMP contact record that is shared to other AMP users will automatically be pushed to SF leads. Finally, all Contacts in Salesforce will automatically be pushed to AMP during the integration process. This is a bidirectional sharing. Leads can only be pushed to AMP one way, and can only be pushed manually or by setting the lead score adjustment in the admin tab of AMP.

• AMP drip programs give you the ability to create tasks/activities.  Those activities are triggered by Contact Record activity or attributes. When an activity is created, AMP will “check” if that record exists in that user’s SF account. If the record does not exist, it will sync that contact with SF.

• Leads/Contacts in Salesforce are updated in AMP the following ways: individually with the “sync with amp” button in the SF Leads section, multiple by checking the box next to several leads with the “sync with amp” button in the SF Leads section, anytime  an AMP email is sent through the leads tab in SF, anytime a lead is added to a drip in the leads tab in SF,  and whenever a lead is converted to a contact, in SF, and that contact is edited, those revisions will sync with AMP.

• Accounts in SF are synced with AMP by selecting the account, selecting the contacts associated with that account, and manually syncing them with AMP. When syncing accounts, you can select a recipient list from a menu.

• You cannot choose a recipient list when syncing individual leads or contacts- keep in mind those contacts/leads will be added to a default recipient list called “SFDC contacts.”

• If you delete a contact from Salesforce and then attempt to push it to SF again, using AMP- it will not push. You only have one time to push an AMP record to SF. If you decide you need that lead/contact in SF, just manually add it.

• Please be mindful of your storage space in AMP and in SF. If you exceed your contact limit in AMP, and/or your storage in SF, you will not be able to push/pull any records.

• You can only sync 10 contacts from Salesforce to AMP at any one time. Salesforce has an internal limit on how many contacts can be added to your account at once. You cannot sync beyond the internal limit set by Salesforce.

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