copernica - salesforce app configuration & user manual
Contents
1. 41 System Administrator 8 2 6 Step 5 Add to Custom Apps Select all the apps you want to add or let it be default selection Step 5 Add to Custom Apps Step 5 of 5 Choose the custom apps for which the new custom tab will be available You may also examine or alter the visibility of tabs from the detail and edit pages of each Custom App lt Custom App de Tab Platform Sales Call Center Marketing Sample Console Authenticated Website User High Volume Customer Portal User Community Site com Salesforce Chatter SSS 888888888 Content w Append tab to users existing personal customizations Previous Save ancel Click on Save button and your custom Copernica tab will be ready lt will show up under the Web tabs section as shown below Help for this Page Custom Tabs You can create new custom tabs to extend salesforce com functionality or to build new application functionality Custom Object Tabs look and behave like the standard tabs provided with salesforce com Web Tabs allow you to embed external web applications and content within the salesforce com window Visualforce Tabs allow you to embed Visualforce Pages Custom Object Tabs New What Is This No Custom Object Tabs have been defined Web Tabs New What Is This Action Label Tab Style Description Visualforce Tabs New What Is This No Visualforce Tabs have been defined TAUROS MEDIA USER MANUA2. MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 10 TAUROS MEDIA 8 2 3 Step 2 Define Content and Display Properties Next you need to fill in Tab label name style content frame height If mobile ready and description You can fill in any text you want in these fields Step 2 Define Content and Display Properties Step 2 of 3 Fill in information about the web tab Display Properties rose S gl KN Content Frame Height pixels 600 Mobile Ready IA What Is This Splash Page Optional Choose a Home Page Custom Link to show as a splash page the first time your users click on this tab Splash Page Custom Link Description Description This tab will be dedicated to Copernica Salesforce integration app Previous PPZ Click on Next button to continue once all details are filled in 8 2 4 Step 3 Enter the URL details Here you can fill in the following URL into the Button or link URL field salesforce copernica taurosmedia com sfcp Step 3 Enter the URL Details Step 3 of 3 Enter the web page address in the Link URL field You can enter a simple URL just as it appears in the browser address bar or you can use one or more merge fields to insert organization specific data from salesforce com into URL parameters Examples Simple http www google com With Merge Field http www google com search q Org_Name Available Merge Fields Available Merge Field
3. salesforce x 13 Home Chatter Campaigns Leads Accounts Opportunities Forecasts Contracts Cases Solutions Pr Search Search Home Recent Items DM Campaign to Top Customers Nov 12 23 2001 Satya Singh Recent Contacts Edit Create New View New Name Account Name The list view of all contacts will look like this and from here you can manage each contact individually MEDIA Leads Accounts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards Copernica a All Contacts Edit Delete Create New View reed amp New Contact Add to Campaign 2 Here you will see all your contacts Salesforce amp imported from Copernica A B C D E F G H I J K L M N O P R s T uU v w x Y Z Other IU Action Name t Account Name Title Phone Email Contact Owner Alias O Edit Del 19 Bond John Grand Hotels amp Resorts Ltd VP Facilities 312 596 1000 bond_john grandhotels com SSing O 69 Boris Tim Grand Hotels amp Resorts Ltd SVP Administration and Finance 312 596 1000 barr_tim grandhotels com SSing O 69 Boyle Lauren United Oil amp Gas Corp SVP Technology 212 842 5500 Iboyle uog com SSing LJ Edit Del 1 Contact test test1 test com SSing O Edit Del Copernica Created coper test com SSing O Edit Del Davis Josh Express Logistics and Transport Director Warehouse Mgmt 503 421 7800 j davi
4. Write a mail to info taurosmedia com mentioning that you want to subscribe to Copernica Salesforce integration app The mail should contain at least the following details Name and contact details of the person who will handle it Username email id which is to be used for app subscription 5 2 Our Sales department will contact you with further instructions 5 3 Once all administrative steps are completed our technical department will send you a confirmation email with your app access details 5 4 You can then further send us all necessary access details and request initial configuration by our team Or if you do not want to share your confidential access details then feel free to follow this manual and configure everything yourself 5 5 Once all configurations are done exactly as per this manual then Tauros will do the first data merge After this first merge the app server cron will take over and exports will be done automatically From this point onwards of this user manual we will assume that you have already subscribed to Salesforce enterprise unlimited edition and Copernica Marketing services You have admin level or necessary access to make changes in both the platforms You have sufficient knowledge training of their interfaces UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 4 TAUROS MEDIA 6 APP CONFIGURATION 6 1 Once you have received a confirmation mail that your app subscription has been
5. Salesforce CRM gt Setup gt Create gt Tabs gt Web tabs gt New Expand All Collapse All Q Quick Find Force com Home Administer Manage Users gt Manage Apps Company Profile Security Controls Domain Management New gt Communication Templates Translation Workbench gt Data Management Mobile Administration gt Desktop Administration Email Administration gt Google Apps Build Customize Create Apps Custom Labels Interaction Log Layouts Objects Packages Report Types Workflow amp Approvals Develop Custom Tabs You can create new custom tabs to extend salesforce com functionality or to build new application functionality Custom Object Tabs look and behave like the standard tabs provided with salesforce com Web Tabs allow you to embed external web applicati Custom Object Tabs No Custom Object Tabs have been defined Action Label No Custom Tabs have been defined Visualforce Tabs No Visualforce Tabs have been defined 8 2 2 Step 1 Choose Tab Layout It will take you to next page where you will be asked to select a tab layout 2 columns with Salesforce com sidebar is recommended New Web Tab Step 1 Choose Tab Layout New What Is This Tab Style New What Is This Help for this Page Choose the page layout of the web tab you wish to create Full page width les TAUROS Step 1 of 5
6. is the recommended setting as it gives full access to all features of the app In this mode your Salesforce and Copernica contacts will be merged You can manage create edit delete Copernica databases from Salesforce Ul Salesforce to Copernica When this is selected data from Salesforce is sent to Copernica You cannot manage Copernica databases or campaigns in this mode Only Salesforce contacts will be exported as Copernica profiles Copernica to Salesforce When you select this data will be sent from Copernica to Salesforce Apply deletes to copernica Yes No Yes If you delete a contact in Salesforce it will be deleted in Copernica profiles too No It will not delete contacts in Copernica when you delete them in Salesforce UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 6 TAUROS MEDIA Deleting profiles in Copernica has no effects on contacts in Salesforce You can edit a contact in Copernica and those changes will be reflected in your Salesforce contact if sync direction is set as both or Copernica gt Salesforce Sync data automatically Yes or No You can choose to merge data automatically or manually Yes Data merge will take place automatically as per our server cron It will run once every hour for contacts and campaign reporting cron will run once every day No Then you will have to manually add the data to cron using the Sync manually button i Sync Manually Logout lt will show a
7. L COPERNICA SALESFORCE APP V1 0 12 TAUROS MEDIA The custom tab will also be displayed in top menu of your Salesforce interface for your easy access Expand All Collapse All Custom Tabs You can create new custom tabs to extend salesforce com functionality or to bulld new application functionality 8 2 7 Click on Copernica tab to initiate the connection It will show the app login page on first load Login with the app login details provided to you by Tauros technical team Leads Accounts Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards Copernica Salesforce Copernica Integration Forgot your password Click here to reset it 8 2 8 You can configure the app fields from here as well if you haven t already casts Contracts Cases Solutions Products Reports Dashboards Copernica Salesforce Copernica Integration Copynght 2000 2013 salesforce com me 8 2 9 Click on Copernica tab again and it will reload the following page Home Chatter Campaigns Leads Accounts Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards Copernica Salesforce Copernica Integration Syne Manually Terminate session This is logout button You have to be logged in to use other features Recent Items DM Campaign to Top Customers Nov 12 23 2001 Copernica Database to use salesforce Select the Copernica databa
8. TAUROS MEDIA COPERNICA SALESFORCE APP INTEGRATION APP V1 0 Beta TAUROS MEDIA CONFIGURATION amp USER MANUAL V1 0 OCT 22 2013 DEVELOPED BY TAUROS MEDIA NEDERLAND B V WWW TAUROSMEDIA COM INFO TAUROSMEDIA COM TAUROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 TAUROS MEDIA 1 INDEX 1 Index 2 2 Introduction 3 3 Package 4 4 Requirements 4 5 App subscription process 4 6 App configuration 7 7 Copernica configuration 8 8 Salesforce configuration 10 Campaigns 14 Contacts 14 Reports 15 9 Change log 16 10 FAQ 16 11 Contact 16 UROS USER MANUAL COPERNICA SALESFORCE APP V1 0 2 TAUROS MEDIA 2 INTRODUCTION Copernica Marketing Software is a solution that helps its users create their own advanced marketing campaigns manage their target groups compose their own emails and web pages or create their own marketing campaign for mobile social or print Read more about Copernica at https www copernica com Salesforce com is an enterprise cloud computing company Their social and mobile cloud technologies including their flagship sales and CRM applications help companies connect with customers partners and employees in new and creative ways They do it all on the cloud and hence manage to keep the costs very low Read more about Salesforce at http www salesforce com Salesforce and Copernica are two highly acclaimed and established platforms in their own domains The idea was to in
9. created you need to login to the app interface to proceed with further configuration http salesforce copernica taurosmedia com Salesforce Copemica Integration Forgot your password Cick here to reset it 6 2 Once logged into the app interface you need to fill in all necessary fields Salesforce Copernica Integration Sync Manually Logout Status In Queue Configuration Copernica Email Copernica Password Copernica Account optional Copernica Hostname optional Copernica Database salesforce The fields are self explanatory but here is a quick explanation Copernica email Fill in the email which you use to login to your Copernica interface in this field Copernica password Fill in your Copernica interface password Copernica account Fill in your Copernica account name here Copernica Hostname optional This is an optional field and can be left empty If you have a Copernica hostname then fill it in Copernica database name Fill in your Copernica database name which you want to integrate with your Salesforce The dropdown will not show anything unless you save Copernica access details first It will fetch all available database names once it can access your Copernica account UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 5 TAUROS MEDIA Salesforce Username salesforceuseremailid xyz com Salesforce Password Salesforce Security Token ihCgtSHPino2KFFycYCZg4S1 Iden
10. gs Naar account le hebt nog geen toegang tot de marketing software Maak snel een gratis account aan en krijg toegang tot alle functionaliteiten 7 3 Once inside the account load the database that has to be integrated with Salesforce The app will need following to merge data between both platforms A Copernica database existing or new If you don t have an existing database and don t know how to create one then you can learn it from here https www copernica com en support video tutorials profiles creating a database Database fields of your Copernica database should be compatible with Salesforce fields If you don t know how to create edit database fields in Copernica you can learn it from here https www copernica com en support video tutorials profiles adding database fields For contacts merge to work properly you can only use following Database field names while creating database fields in Copernica Id IsDeleted MasterRecordld Accountld LastName FirstName Salutation Name MailingStreet UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 8 TAUROS MEDIA MailingCity MailingState MailingPostalCode MailingCountry OtherStreet OtherCity OtherState OtherPostalCode OtherCountry Phone Fax MobilePhone HomePhone OtherPhone AssistantPhone Reports Told Email Title Department AssistantName LeadSource Birthdate Description Ownerld CreatedDate CreatedByld LastModifiedDate LastModifiedBy
11. ld SystemModstamp LastActivityDate LastCURequestDate LastCUUpdateDate EmailBouncedReason EmailBouncedDate Level Languages These are the field names used in Salesforce contacts section You can skip the ones that you do not want to merge with Copernica profiles For example In the following image we had already created a database named salesforce We had also added only 3 fields to the database FirstName LastName and Email oe COPERNICA MS tarkeetns Software Profiles E mailings Websites Mobile PDF Content Style Admin Log out G Current view amp Profile amp Database management Search Email Enter your search query A Search Databases and selections E Profiles 4 Statistics gt Follow ups 3 Magento Database salesforce 3 profiles i 3 Relations ID FirstName LastName Email 69 Earncef Sequeira earncef taurosmedia com We want to integrate 68 Guido Lassally guido taurosmedia com 67 Satya Singh satya taurosmedia com created it in advance and it contains some profiles too as you can see on right UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 9 8 SALESFORCE CONFIGURATION TAUROS MEDIA 8 1 Hope you have already requested a Salesforce security token as explained in page 6 of this manual and used it in configuration of app interface by now 8 2 Now you need to create a new custom tab in Salesforce Ul and dedicate it to Copernica 8 2 1 To create a new custom tab go to
12. mails configured in Copernica Note that for this to work you will need to have valid E mailings profiles selections documents and templates in your Copernica database You can manage create all these from your Copernica account interface For example in the following shot we wanted to use Magento Abandoned cart email documents which was already created in Copernica so we selected it and clicked on Send emailing Salesforce Copernica Integration Sync Manually Copernica Database to use Always keep the correct database selected here while performing any action Create new database Delete database x Emailing It will show your Copernica emailings in a dropdown here Copernica Email Document to use Magento Abandoned cart email Magento Abandoned cart email Send emailing Magento_newsletter Demonstration Magento_newsletter Test Salesforce test document Salesforce test Salesforce test Example This completes all Salesforce configurations Now you can start using the app and its features to merge your Salesforce and Copernica data 8 4 CONTACTS IN SALESFORCE After configuring it all the first thing you would want to do is merge Salesforce and Copernica contacts profiles You can manage all merged contacts from Contacts tab in Salesforce ROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 14 TAUROS Go to Contacts gt View all Contacts and it will list all your contacts
13. message when it has successfully added your request to the queue Sync Manually Logout Your sync request has been added to the queue The status bar shows the current status of your request Sync Manually Logout Status In Queue 6 3 You can change your app password from the last section Change Password New Account Passworc You can use logout button to logout from app interface Also from login page you can request a password reset if you do not remember it Salesforce Copemica Integration Reset password Back to login UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 7 TAUROS MEDIA 7 COPERNICA CONFIGURATION 7 1 Login to your Copernica account http www copernica com nli login Login of meld je aan Inloggen of gratis registreren Inloggen met je social Het gedeelte van de website dat je probeert te bezoeken is media account alleen beschikbaar voor ingelogde gebruikers Log inom Gebruik je social media account om verder te gaan direct in te Loggen in Copernica tiile Wachtwoord V Ik wil ingelogd blijven Wachtwoord vergeten LOG IN 7 2 Once logged in click on your account Note that it can have multiple accounts depending on your Copernica settings Open the one which you want to integrate with Salesforce For example in this image taurosmedia was our account that had to be integrated with Salesforce Accounts Kies een account om verder te gaan taurosmedia Settin
14. s Select Field Type Organization Fields Select Field Copy Merge Field Value Copy and paste the merge field value into your template below Button or Link URL Required Information salesforce copernica taurosmedia com sfcp Preview Web Tab Encoding Unicode UTF 8 5 Click on save button to go to the next step of the process TAUROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 11 TAUROS MEDIA 8 2 5 Step 4 Add to Profiles Let it be default selection and click on Next button New Web Tab Help for tus Page 7 Step 4 Add to Profiles Step 4 of 5 Choose the user profiles for which the new custom tab will be available You may also examine or alter the visibility of tabs from the detail and edt pages of each profile Apply one tab visibility to all profes Default On 5 Apply a diferent tab visibility for each profile Profle Tab Visibility Authenticated Website Contract Manager Custom Marketing Profile 4 41 5 Custom Sales Profile Custom Support Profle Customer Portal Manager Custom Customer Portal Manager Standard d 9 4 Force com App Subscription User Force com Free User Gold Partner User High Volume Customer Portal Marketing User Partner App Subscription fault On Read Only 41 31 41 4 41 43 5 Silver Partner User Solution Manager Standard Platform User efault On Standard User
15. s express com SSing 8 5 ERROR REPORTS If anything goes wrong during transfer of data between Copernica amp Salesforce it will create an error report in the Reports section of Salesforce interface Home Chatter Campaigns Leads Accounts Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports bashboaras Copernica a e Reports amp Dashboards New Report New Dashboard Folders Administrative Reports Q Find a folder Q Find reports and dashboards All Folders Unfiled Public Reports Action Name Fa Folder My Personal Custom API Usage Last 7 Days Administrative Reports My Personal Dashboar What was the API usage during the past 7 days for your organization Account Pe r Uers Administrative Reports i Opportunity Repot Who are the active salesforce com users pa Sales Reports Lead Reports gg All Pending Approval Requests Administrative Reports cs Support Reports What are the pending approval requests Campaign Reports Documents Administrative Reports Administrative Reports m What documents are available in the Document Library z Activity Reports Users Logged in This Week Reinis ss Product and Asset Re Who has logged into salesforce com in the past 7 days Call Center Reports Content Reports That concludes our user manual for Copernica Salesforce integration app We hope this in
16. se that has to be used in intergration from this dropdown 3 Satya Singh Create new database Databse Name You can create new databse in copernica from here Fill in the name and submit Delete database You can delete any Copernica databse from here Just select it from dropdown and submit g Recycle Bin TAUROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 13 TAUROS MEDIA You can manage your app sessions amp Copernica databases as shown in above image from here Sync manually button can be used to add your data to export queue Terminate session is to logout of the app from Salesforce Ul We suggest you keep it logged in Create new database You can use this field to create a new Copernica database from here Just fill in the database name you want in the field and click on submit button This will create a new database with entered name in your Copernica account Delete database You can use this field to delete any Copernica database in your account Simply select the database you want to delete from the available names in the drop down and submit button Note that this will delete that database and all its profiles and selections from Copernica 8 3 CAMPAIGNS Now you can also use your Copernica Emailings from Salesforce tab You just need to select the correct emailing from the dropdown and click on Send emailing button This will make sure that all profiles under that E mailing will be sent the
17. tegrate these 2 successful platforms so as to get more out of each of them The result of that idea is Salesforce Copernica integration app Tauros Media s Copernica Salesforce integration app is developed for businesses which use both Copernica and Salesforce platforms for their marketing and CRM needs This app enables a connection between your stored data in Salesforce and your database in Copernica It gives you the possibility to directly create marketing campaigns based on data in Salesforce With the integration between Salesforce and Copernica you can easily automate and personalize your own marketing campaigns The integration seamlessly connects Salesforce CRM to Copernica marketing system e All contacts from Salesforce will automatically be exported and stored in your Copernica database and vice versa The integration will always keep your Salesforce CRM contacts and Copernica databse in a merged state ie changes made in CRM will be shown in Copernica and changes made in Copernica will be shown in CRM e Create new database in Copernica from Salesform CRM or edit existing ones You can also delete database or contacts from Salesforce and these changes would be reflected in Copernica e You can manage Copernica Emailings directly from Salesforce CRM interface e User can choose whether to have a one way data transmission or two way integration You can choose to send Copernica data to Salesforce Salesforce data to Copernica or bo
18. tegration app meets all your CRM marketing requirements expectations Feel free to contact us with any feedback or queries at satya taurosmedia com We will be more than glad to assist you in all your business requirements TAUROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 15 TAUROS MEDIA 9 CHANGE LOG V 1 0 10 FAQ HOW DO GET A SALESFORCE ENTERPRISE UNLIMITED ACCOUNT You can easily register for a Salesforce Enterprise or Unlimited edition from Salesforce com WILL MY DATA BE STORED ON TAUROS APP SERVER No the app does not store any data in its database It will only store the access credentials that you saved in app UI All your customer data stays on Copernica and Salesforce servers WHERE CAN I CHECK COPERNICA CONTACTS IN SALESFORCE INTERFACE Refer to section 9 3 of this manual IS THERE A USER MANUAL QUICK GUIDE AVAILABLE FOR COPERNICA BACKOFFICE Yes Copernica back office documentation can be accessed at https www copernica com en support help documentation CAN USE THE APP IN TEST MODE No there is no test mode as such If used with correct configurations it will export transfer your data between the 2 platforms IS THERE A DEMO SETUP AVAILABLE WHERE I CAN SEE THE APP IN ACTION No both Copernica and Salesforce are cloud based platforms and are very strict about unauthorised access so we could not establish an open to all demo setup for this app 11 CONTACT To request a s
19. th ways e There is provision to record amp view error reports in CRM If anything goes wrong during any operation related to this integration it creates easy to access and understand bug reports inside the Salesforce CRM interface e The app adheres to highest standards of development practises The plugin itself is very easy to configure and use Once you start using this app you will not have to spend your time managing the same contacts amp campaigns multiple times in both Copernica and Salesforce platforms UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 3 TAUROS MEDIA 3 PACKAGE The package contains 3 1 Copernica Salesforce app subscription 3 2 One time configuration if all necessary access is provided and first data sync first data sync has to be done by Tauros only 3 2 App configuration and user manual 4 REQUIREMENTS 4 1 Salesforce Enterprise or Unlimited subscription If you do not already have it then you can subscribe from here http www salesforce com in sales cloud pricing d 701 30000000tS1 N amp internal true Note that this app will not work for Contact manager Group or Professional Salesforce subscriptions These levels of accounts do not have access to Salesforce webservices API and no integration will work without that 4 2 Copernica marketing software account 4 3 Working knowledge of Copernica and Salesforce user interface 5 APP SUBSCRIPTION PROCESS 5 1
20. tifier Field Email Salesforce username Fill in the username which you use to login to your Salesforce account Salesforce password Fill in your Salesforce account password here Salesforce security token Fill in your Salesforce security token in this field You can get security token from Salesforce interface Just look into your Salesforce interface or request a new one You will receive an email with subject salesforce com security token confirmation A security token is an automatically generated key that you must add to the end of your password in order to log in to Salesforce from an untrusted network Security tokens are required whether you log in via the API or a desktop client so the app too needs the token to access your Salesforce data Read more about it at https help salesforce com HT ViewHelpDoc id user_security_token htm amp language en_US New security tokens are also automatically sent to you when your salesforce com password is changed or when you request to reset your security token So please make sure that the security token saved in app configuration is always up to date amp correct Otherwise this integration will not work since the app will not be able to log into your Salesforce account Sync Direction Both Salesforce gt Copemia Copernica gt Salesforce Apply deletes to copernica Yes No Sync Automatically Yes No Submit Data sync direction choose one Both ways This
21. ubscription to the app you can contact info taurosmedia com and you will get a call back as soon as possible For any support related queries write to satya taurosmedia com Support will only be provided in English unless requested otherwise UROS MEDIA USER MANUAL COPERNICA SALESFORCE APP V1 0 16
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