Posted by The Team at Mindmatrix on 19 October 2015 08:26 AM
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
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.
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.
Step #2 - Setting Up Salesforce
The SF admin/AMP Marketing user will need to complete the following process first.
Go to the SF AppExchange at this URL:
MindMatrix@2013 (sometimes copying and pasting will not work and you will need to manually type this password in)
Customizing the LEADS page layout:
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.
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.
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’.
You are now done with Leads Section.
Customizing the CONTACTS Page Layout
The ‘Section Name’ should be ‘AMP Feed’. Uncheck ‘Edit page’, and then select ‘1 column’.
Scroll down and move ‘Sync With AMP’ button from ‘Available Buttons’ to ‘Selected Buttons’
Customizing the ACCOUNT Page Layout
And finally, to add the AMP tab into main tab menu:
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”:
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.
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
Syncing SF Leads To AMP Records
Syncing SF Contacts to AMP Records
Syncing SF Accounts to AMP Records