Using the app in a program or campaign

The Salesforce Integration app enables you to update or create contact records within a program or campaign. You can put actions through a test run with pre-configured contacts.

Example: A listener step could be configured to listen for contacts who complete a form. Once the contact is added to the Program Canvas, you may want to decide to create a lead for the contact, depending on the next decision, you can configure this app to either create a contact or update an existing contact within the CRM.
An image of a sample campaign using the app.

To use the Salesforce Integration app in a campaign or program:

  1. Open an existing campaign or program, or create a new one.
  2. Click on the Actions section to expand it, and view all available action elements, including installed apps.
  3. Drag the Salesforce Integration app element onto the canvas, then double-click it to open the configure screen.

    The window that opens enables you to do the following:

    • Change the name of the step to something more meaningful.
    • Configure the element.
    • Choose to route contacts that resulted in an error to another step (see: configuring campaign elements for more information).
  4. Click the Edit icon to configure the action.
    1. Click the Actions list to select an existing action. If you do not see any existing actions, see configuring actions for more information.
    2. Click Save.
    3. (Optional) Click Status to see the status of contact processing. The amount of contacts that have been successfully processed, or were processed with warnings or errors will be displayed.

Learn more

Salesforce Integration app

Getting started with the app

Adding imports to a canvas

Configuring test runs for actions