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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”