Configuration Guide

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#	Step	Action	Image
1	Open emfluence Application	In the Salesforce App Menu, Navigate to the Emfluence app and select it
2	Authentication	Select the “Emfluence Admin” tab from the tab menu across the top of the Salesforce page. Enter the Client ID and Client Secret and click “Authenticate”
3	Configure API Settings	Initial Contact Sync Detail - Select if you want existing information about Contacts in emfluence to sync during the setup process
4	Configure API Settings - continued	Import Contacts as Leads - select if you want records in emfluence to be added to Salesforce as Leads if there is not an email match on an existing Contact
5	Configure API Settings - continued	Send New Contacts to Emfluence - Select if you want new Contacts in Salesforce to be pushed to emfluence
6	Configure API Settings - continued	Send new Leads to emfluence - Select if you want new Leads in Salesforce to be sent to emfluence (emfluence stores all records as Contacts)
7	Configure API Settings - continued	Select or Create a default Account for imported Leads to be assigned to when no email match is made
8	Configure API Settings - continued	Select the number of days of history you want to set in the initial sync
9	Configure API Settings - continued	Click “Save API Settings”
10	Map Users	Click “Sync Users”
11	Map Users - continued	In the drop down list next to the Salesforce User's name, select the emfluence user you wish to map to and click the check mark button
12	Map Users - continued	Review your selections in the Mapped User table. You can remove a mapping by clicking the red “x” button
13	Map Users - continued	Save your selections by clicking “Save User Mapping”
14	Map Groups	Click “Sync Groups”
15	Map Groups - continued	Select the emfluence Groups to sync to Salesforce and click “Add Groups”
16	Sync Contacts	Click “Sync Contacts”
17	Sync History	Click “Sync History”
18	Finish	Click “Continue”
19	Finish	All of these settings can be updated by a System Administrator by navigating to the “Emfluence Admin” tab