SalesForce Plugin - Advanced Configuration

In this article you will find the advanced process to configure SalesForce for SendinBlue's plugin integration. This advanced configuration requires admin credential on your SalesForce account. If you have a dedicated person taking care of SalesForce installation and optimisation, you can share this article with him.

The configuration described in this article is a post-installation configuration. If you haven't installed the plugin yet and need some help to do so, please consult this article.

Time zone:

SendinBlue application has two way synchronization process and, if you want your data stay always relevant, you will need to setup up the same time zone for both SalesForce and SendinBlue. You can do it either via SendinBlue personal account Default Settings or as SalesForce's Administrator user via Company Profile – Company Information (Default Time Zone).

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Permission Set:

Together with functionality SendinBlue application brings a permission set (SendinBlue User) with preconfigured permissions and visibilities to its own custom objects, fields, classes and visualforce pages.

SalesForce's Administrator can assign (Manage Users – Users – Permission Set Assignments) this permission set to SalesForce's users who will work with SensinBlue application or clone this permission set (Manage Users – Permission Sets – Clone SendinBlue User) to new one.

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Also SalesForce's Administrator will need to set manual Read Object Permissions for specified objects:

  • SendinBlue Campaigns Lists
  • SendinBlue Individuals Statistic
  • SendinBlue Links Statistics

This step will prevent users from manually creating/editing/deleting objects which were designed to keep SendinBlue statistics information for particular use.

  • Create new permission set or clone SendinBlue User permission set, then go to edit mode and there you will find Object Settings block:

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  • Set object permission to Read for :
    • SendinBlue Campaigns Lists
    • SendinBlue Individuals Statistics
    • SendinBlue Links Statistics

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  • SendinBlue application uses standard SalesForce Campaign, Contact and Lead objects, so check if the user has permission to these objects. SalesForce's Administrator can configure permission by editing Object Settings for permission set.

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  • Go back to Permission Set Overview and head to Assigned App

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  • Move SendinBlue application to Enabled section.

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  • Save and Assign this permission set to the user as it was mentioned above or via Manage Assignments

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Enable Translation:

  • Go to Translation Settings page (Translation Workbench – Translation Settings) and Enable it.

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  • In edit mode activate English translation for chosen users:

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  • You will have nice labels for English picklists. Translations for other languages SalesForce's Administrator have to add separately.

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Access to the standard Salesforce Campaigns:

Users with Marketing User right has access to the standard SalesForce Campaigns, so SalesForce's Administrator have to check Users’ settings (Manage Users – User) for Marketing User parameter if users don’t have access to campaigns.

Update page layouts:

SendinBlue application includes predefined layouts for all objects this app works with. SalesForce's Administrator will need to assign these layouts or configure his own to use all SB functionality.

Lead Page layout:

SalesForce's Administrator will need to update the SalesForce Lead page layout to display important details (SendinBlue subscriber statistics, individual statistics per campaign, assignment to lists). It’s possible to do:

  • via Customize – Leads – Page Layouts – Page Layout Assignment (SendinBlue Lead Layout).

SF_advanced_15 Assign a predefined layout to chosen profiles:

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  • via Customize – Leads – Page Layouts – Edit/Create Layout

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Edit old layout or create a new one:

  • Menu of fields will appear on top. Drag needed fields or some of them into any place on the Lead layout below. We recommend placing them into separate section so these details stay together. There is a list of SendinBlue fields you can operate with:
    • SendinBlue ID
    • Сreated in SendinBlue
    • Blacklisted
    • Sent
    • Openings
    • Clicks
    • Complaints
    • Unsubscribes
    • Soft Bounced
    • Hard Bounced

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  • To adjust the properties of each field you will need to use “wrench” that appears directly in the field line. All fields should be defined with “Read Only” property except for Blacklisted, because they are fetched from SendinBlue service and serve as statistic data.

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  • After finish with fields’ settings you will need to go to the menu of Buttons where, in the same way, you will drag the button “Assign to SendinBlue Lists” to Custom Buttons section. Only using this button SalesForce's user will be able to assign a Lead to SendinBlue Lists.

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  • Next step is adding Related Lists. Click the Related Lists in the menu and drag “SendinBlue Campaign Statistic” and “SendinBlue Lists” down.

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  • Now that those lists are in place, each Related List view can be configured by clicking “wrench” icon at the top of Related List.
  • Move columns to Selected Fields block

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  • Right in this window move to Buttons block and deselect “New” button, because SalesForce's users will not be able to create/edit records manually and save changes.

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  • Repeat the same steps for next Related List to match the screenshots below

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  • At top click Save to apply all changes.

If you are prompted with any “save changes” message, click Yes.

Lead Search Layout:

One of the handy functionality in SendinBlue application that SalesForce's user can assign Leads to SendinBlue's Lists directly from List View. To give this option to the user Salesforce Administrator has to change Lead Search Layout via Customize – Leads – Search Layouts SF_advanced_27

  • Push Edit next to Leads List View and add “SendinBlue Assignment” to Selected Buttons block. Save changes.

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Contact Page layout:

SalesForce's Administrator will need to update the SalesForce Contact page layout to display important details (SendinBlue subscriber statistics, individual statistics per campaign, assignment to lists). It’s possible to do:

  • via Customize – Contacts – Page Layouts – Page Layout Assignment (SendinBlue Contact Layout).

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Assign a predefined layout to chosen profiles:

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  • via Customize – Contacts – Page Layouts – Edit/Create Layout

Edit old layout or create a new one:

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  • Menu of fields will appear on top. Drag needed fields or some of them into any place on the Contact layout below. We recommend placing them into separate section so these details stay together. There is a list of SendinBlue fields you can operate with:
    • SendinBlue ID
    • Сreated in SendinBlue
    • Blacklisted
    • Sent
    • Openings
    • Clicks
    • Complaints
    • Unsubscribes
    • Soft Bounced
    • Hard Bounced

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  • To adjust the properties of each field you will need to use “wrench” that appears directly in the field line. All fields should be defined with “Read Only” property except for Blacklisted, because they are fetched from SendinBlue service and serve as statistic data.

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  • After finish with fields’ settings you will need to go to the menu of Buttons where, in the same way, you will drag the button “Assign to SendinBlue Lists” to Custom Buttons section. Only using this button SalesForce user will be able to assign a Contact to SendinBlue Lists.

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  • Next step is adding Related Lists. Click the Related Lists in the menu and drag “SendinBlue Campaign Statistics” and “SendinBlue Lists” down.

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  • Now that those lists are in place, each Related List view can be configured by clicking “wrench” icon at the top of Related List.
  • Move columns to Selected Fields block

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  • Right in this window move to Buttons block and deselect “New” button, because SalesForce's users will not be able to create/edit records manually and save the changes.

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  • Repeat same steps for next Related List to match the screenshots below

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  • On top click Save to apply all changes.

If you are prompted with any “save changes” message, click Yes.

Contact Search Layout:

One of the handy functionality in SendinBlue application that SalesForce user can assign Contacts to SendinBlue's Lists directly from List View. To give this option to user Salesforce Administrator have to change Contact Search Layout via Customize – Contacts – Search Layouts

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  • Push Edit next to Contacts List View and add “SendinBlue Assignment” to Selected Buttons block. Save changes.

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Campaign Page Layout:

SendinBlue application works with standard SalesForce Campaigns with extended statistic fields. There is also predefined layout from SendinBlue application which user can freely use or SalesForce's Administrator can create his own. Update Campaign layout is possible:

  • via Customize – Campaigns – Page Layouts – Page Layout Assignment (SendinBlue Campaign Layout).

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Assign a predefined layout to chosen profiles:

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  • via Customize – Campaigns – Page Layouts – Edit/Create Layout

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Edit old layout or create a new one:

  • Menu of fields will appear on top. Drag needed fields or some of them into any place on the Campaign layout below. We recommend placing them into separate section so these details stay together. There is a list of SendinBlue fields you can operate with:

o   SendinBlue ID

o    Synchronization frequency

o    Subject

o    SendinBlue Campaign Type

o    SendinBlue Campaign Status

o    Sent

o    Delivered

o    Remaining

o    Openers

o    Viewed

o    Clickers

o   Clicked

o    Created in SendinBlue

o    Synchronized Date

o    Modified Date

o    Scheduled Date

o    Mirror Click

o    Complaints

o    Unsubscribed

o    Hard Bounced

o    Soft Bounced  

 

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  • To adjust the properties of each field you will need to use “wrench” that appears directly in the field line. All fields should be defined with “Read Only” property except for Synchronization frequency, because they are fetched from SendinBlue service and serve as statistic data.

For Synchronization frequency field we recommend to use required property.

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  • After finishing with fields’ settings you will need to go to the menu of Buttons where, in the same way, you will drag the buttons “Create in SendinBlue”, “Campaign Preview”, “SendinBlue Statistic”, “Sync now” to Custom Buttons section. Using only these buttons SF user will be able to work with SendinBlue service.

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  • Next step is adding Related Lists. Click the Related Lists in the menu and drag “SendinBlue Campaign Statistics Per User”, “SendinBlue Lists” and “SendinBlue Links Statistics”down.

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  • Now that those lists are in place, each Related List view can be configured by clicking “wrench” icon on top of Related List.
  • Move columns to Selected Fields block

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  • Right in this window move to Buttons block and deselect “New” button, because SalesForce users will not be able to create/edit records manually and save changes.

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  • Repeat same steps for next Related Lists to match the screenshots below

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  • On top click Save to apply all changes.

If you are prompted with any “save changes” message, click Yes.

Access to Reports and Dashboards:

SendinBlue application includes some predefined reposts and dashboards. SalesForce Administrator will need share SendinBlue folders with other users.

  • Click the “Pin” icon – Share option.

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  • Share with users.

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