Salesforce

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Salesforce Overview
The Informz for Salesforce integration provides an effective way to harness the strengths of Salesforce and Informz for effective and efficient eMarketing campaigns. Using Informz provides valuable deliverability services, advanced reporting, and ca...
Salesforce API Calls
Because Salesforce is a platform, use of their API is tightly controlled. Informz attempts to be very economical with the number of API calls that it makes to Salesforce. However, the more a client uses the integration the higher the number of API c...
Salesforce Cached Personalizations
Informz allows remote personalization fields to display in your Informz accounts as table columns. These personalizations are ultimately cached in Informz , and they refresh once a week (through a weekly behind-the-scenes process) or manuall...
Salesforce Check Connection
Making sure that the connection between Informz and Salesforce is paramount. If you think that there may be some problems afoot, let's look at how you can do a quick and easy check. Steps Check Connection is the Informz tool to verif...
Salesforce Configuration
When configuring Salesforce, you must create Informz Report Folders so that Informz has a place to pull reports (reports become target groups in Informz). All reports must reside in one of two folders: Informz Contacts or Informz Leads . Inform...
Salesforce Lead to Contact Conversion
A Contact is a person associated with an Account while a Lead is a prospective client with whom a salesperson is developing a relationship. Salesforce has a very specific workflow that governs the conversion of a Lead to a Contact . Wh...
Salesforce License
It is strongly recommended that a separate Salesforce license be purchased for the exclusive use for the integration. This username and password is only used by the integration. This gives you discrete control and monitoring over this license that i...
Salesforce Personalization
Personalizations are a great way to engage your subscribers, and because the Informz for Salesforce integration supports many different personalization fields, you’ll never be at a loss when you need to add some personal style to your mailin...
Salesforce Reports
Target Groups are created from reports in Salesforce. Reports must follow the rules below to be used as the source for an Informz target groups. Each report: Must include Contact ID or Lead ID. Must have All Accounts in the Shown ...
Salesforce Syncing
Sync is the term used to describe the process by which Informz receives information from Salesforce. There are two types of syncs in this integration. Retrieving the list of Salesforce Reports. Retrieving the subscribers for a particu...
Salesforce Target Groups
A target group in Informz is a list of recipients who receive a mailing. Target groups are organized in Folders in Informz, and there are two main folders for Salesforce target groups: Salesforce Contacts and Salesforce Leads . These target gro...
Salesforce Troubleshooting
If you are having trouble with your Salesforce integration, there are a few things you can do to solve issues that might arise. Let's look at some possible solutions. Down Connection The check connection could fail, even if a sync is s...
Salesforce Writebacks
Writebacks are a way for Informz to communicate changes in subscriber status to Salesforce. There are two main writebacks in the Informz for Salesforce Integration: Unsubscribe and Resubscribe . Additionally, this integration supports a Mailing ...