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 AuthenticationSelect 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 SettingsInitial 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 - continuedSend New Contacts to Emfluence - Select if you want new Contacts in Salesforce to be pushed to emfluence
6 Configure API Settings - continuedSend 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 - continuedSelect or Create a default Account for imported Leads to be assigned to when no email match is made
8 Configure API Settings - continuedSelect the number of days of history you want to set in the initial sync
9 Configure API Settings - continuedClick “Save API Settings”
10 Map UsersClick “Sync Users”
11 Map Users - continuedIn 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 - continuedReview your selections in the Mapped User table. You can remove a mapping by clicking the red “x” button
13 Map Users - continuedSave your selections by clicking “Save User Mapping”
14 Map GroupsClick “Sync Groups”
15 Map Groups - continuedSelect the emfluence Groups to sync to Salesforce and click “Add Groups”
16 Sync ContactsClick “Sync Contacts”
17 Sync HistoryClick “Sync History”
18 FinishClick “Continue”
19 FinishAll of these settings can be updated by a System Administrator by navigating to the “Emfluence Admin” tab