This article provides information about the legacy Emma for Salesforce integration, which was sunset in 2020.

End of support notice for the Emma for Salesforce integration

The Emma for Salesforce integration that this article was initially created for is no longer updated or supported by Emma. Instead, we recommend that you switch to the Emma for Salesforce integration that’s created and maintained by Beaufort 12 (B12). While you can choose to leave the old version live in your account, Emma will no longer provide updates to it and our Support team cannot assist in troubleshooting issues with the integration moving forward.

Audience syncing

Emma for Salesforce synchronizes the activity between your Emma and Salesforce accounts, so if you make an update in one service, that update will automatically be reflected in the other. It's a great way to keep your contacts' information intact and up-to-date, even in the liveliest Salesforce organization.

Emma mailing activity

You can also track the response results of your Emma mailings in the Emma Mailings section of Emma for Salesforce. Click on a mailing and you'll see all of the Emma response analytics that you're use to. You can also see an overview of your response, or if your recipients opened or interacted with your mailing, you can get a detailed breakdown of unique activities by individual lead or contact.

Leads and contacts

With Emma for Salesforce, your leads' and contacts' Emma group membership and response history can become part of their profile. You can view their email status and get an at-a-glance picture of their response to the Emma mailings that they’ve opened. You can also see to which of your Emma audience groups they belong. You can even see when data was last synced between Emma and Salesforce. And if you want to add them to a new group, you can do it with just a few clicks.

Emma groups

Emma for Salesforce's audience management tools make it easy to build and customize your Emma groups, right from your Salesforce account. For more information about groups, please refer to this article.

Salesforce reports

Your Salesforce account offers a wealth of information about your customers, prospects, and contacts. Your Emma account can tell you exactly how they've interacted with your mailings. Because Emma for Salesforce lets you pull Salesforce reports directly into your Emma audience, it's easy to create smart, targeted email audience groups.

So if you want to create an Emma audience group that's just for folks in Minnesota who are shopping for tennis balls, just set up your Salesforce report, then send it straight to Emma. Want to narrow it down to only tennis-loving Minnesotans who clicked on the link in your most recent Emma campaign? You can do that as well. In fact, you can include your Emma response activity with everything else you've learned about your leads and contacts to create the perfect Emma audience groups.