The Salesforce Integration Options page is where you manage the integration of your Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) account with your Salesforce account.

IMPORTANT: The integration-options page is accessible only if the login that has been provisioned for the integration is a standard Salesforce license.

NOTE: This article references Real Magnet and RM. Real Magnet is a previous name of Thrive Marketing Enterprise, which continues to use legacy settings under that name.

The Salesforce Integration Options page

Before making any changes on this page, consider:

• Review your Salesforce data structure; this might guide your choices regarding which options are best, based on how your Salesforce account is set up.
• Changes on this page immediately go into effect.
• Changes on this page will be automatically applied to all of your Thrive Marketing Enterprise campaigns.

Access the integration-options page

1. Access the Admin interface.
2. Navigate to Campaigns > Salesforce Integration.

The configuration options on this page are organized into distinct sections. Each section is discussed in a dedicated section below.

Page notes

Below are a few items that you should note as you work on this page.

• Save your changes - The Apply Mappings button at the bottom of the page is your "save-and-close" action. When you click it, your changes are saved and you are navigated away from the page. Rather than clicking it after making changes in the individual sections, wait until you have made all of your changes.
• Edit a value - Any of the values on the page that display in blue text can be edited. Click the value (field, message, login, template) and on the Make a Selection dialog, choose a different one and click Select.
• Delete a value - To delete a mapping or default value, click the X next to it and Yes at the prompt.
• On-page help - Click the icon next to a section title to open an overlay dialog with information pertinent to that section.
• Manage Leads and Contacts - Some of these configuration sections have a Leads | Contacts toggle in the upper right. Click this to configure them separately. The active selection displays slightly darker.

Map Fields to Fields

In the Map Higher Logic Fields to Salesforce Fields section, you can assign a one-to-one relationship between contact fields in Thrive Marketing Enterprise and Salesforce.

• These mappings can be set for Leads and for Contacts.

To map a field to a field:

1. Click + add another field to add a row to the section.
2. Click Select Field, choose a Higher Logic field in the selection dialog, and click Select.
3. Click Select Salesforce Field, choose a Salesforce field in the selection dialog, and click Select.
4. Check the Key Field box to use this field for record matching. More information about this is available in Key Fields, below.

• Repeat steps 1–4 to add more field mappings.

Higher Logic Fields

• All standard fields (Email, First Name, Last Name, etc.) are available.
• Any custom fields that have been created in your account are available.
• Enhanced Personalization Fields are available as follows:
  • Shared fields are available to all Admins in the account.
  • Private fields are available only to the Admin who created them.

Salesforce Fields

• All Salesforce fields are available.

Key Fields

Before a record is added to your Salesforce database, Thrive Marketing Enterprise searches that database for matching records. The fields that are marked as Key Fields are used to determine whether there is a matching record.

If a matching record is found, a new one is not created. Instead, Thrive Marketing Enterprise retrieves the Salesforce ID of that matching record and stores it in Thrive Marketing Enterprise.

NOTE: This is required for this page. At a minimum, email address should be mapped for Leads and for Contacts.

Which fields should I map?

Consider what information is necessary to have matching in both databases in order to effectively run your marketing campaigns. Higher Logic's recommendations are:

• Email
• First Name
• Last Name
• Any other fields (e.g., job title, address, company name) that are important to your marketing efforts.

NOTE: Remember, your Key Field designations control what information is created in Salesforce and what information is updated in Thrive Marketing Enterprise if you send email messages from Salesforce to Thrive Marketing Enterprise.

Map Messages to Logins

In the Map Higher Logic Messages to Salesforce Logins section, you can set which Salesforce users can send which Thrive Marketing Enterprise messages from within Salesforce, based on Salesforce logins.

Mappings notes

• You can map any Thrive Marketing Enterprise message that you have permission to view.
  • Only one message can be chosen for each mapping, but it can be to one or multiple logins.
• You can map to any login that is associated with the integrated Salesforce account.

To map messages to logins:

1. Click + add another field to add a row to the section.
2. Click Select Message, choose a Thrive Marketing Enterprise message in the selection dialog, and click Select.
3. Accept the default of all Salesforce logins/users -- OR -- click All Logins, select one or more logins in the selection dialog, and click Select.

• Repeat steps 1–3 to map more messages.

After you save the messages-to-logins mappings, the selected users (based on logins):

• Can send Thrive Marketing Enterprise email messages to Contacts and Leads right from a Contact or Lead Detail page in Salesforce.
• Will be presented a dropdown from which they can select any of the email messages that have been mapped to their login.

Map Templates to Logins

In the Map Higher Logic Templates to Salesforce Logins section, you can set which Salesforce users can use which Thrive Marketing Enterprise message templates to create and send email messages from within Salesforce, based on Salesforce logins.

Mappings notes

• You can map any Thrive Marketing Enterprise template that you have permission to view.
  • Only published templates are available to be mapped.
  • Only one template can be chosen for each mapping, but it can be to one or multiple logins.
• You can map to any login that is associated with the integrated Salesforce account.

To map templates to logins:

1. Click + add another field to add a row to the section.
2. Click Select Template, choose a Thrive Marketing Enterprise template in the selection dialog, and click Select.
3. Accept the default of all Salesforce logins/users -- OR -- click All Logins, select one or more logins in the selection dialog, and click Select.

• Repeat steps 1–3 to map more templates.

After you save the templates-to-logins mappings, the selected users (based on logins):

• Can send Thrive Marketing Enterprise email messages to Contacts and Leads right from a Contact or Lead View in Salesforce.
• Will be presented a dropdown from which they can select any of the templates that have been mapped to their login.

Set Default Values

It's likely that your Salesforce account has fields that are required when creating Leads and Contacts. When Higher Logic tries to create a contact record in Salesforce, it has to provide information for those required fields. If a required field is blank, the record-creation process will fail.

Higher Logic gives you the ability to set default values for Salesforce required fields. Having established default values:

• prevents the process from failing due to missing required values, and
• saves you having to review the upload data to verify that no information is missing.

NOTE: The default values that you set are "fallback" values that are used only if the required value is missing. You can also set default values for fields that are not required.

TIP: In this section, you can set default values for Leads and Contacts separately using the toggle in the upper right of the section.

Set your default values

To set default values:

1. Click + add another field to add a row to the section.
2. In the Salesforce field column, click Select Field, then choose a field in the selection dialog, and click Select.
3. Specify your preferred default value for this field.

NOTE: The Default value column automatically populates with the appropriate field type for the field that was selected. Field types and inputs, below, provides more information on this column's values.

• Repeat these steps to set additional default values.

Field types and inputs

The field types are determined by the integrated Salesforce account. Thrive Marketing Enterprise allows only certain types of inputs, per field type, based on the field type.

NOTE: If your input in the Default value column is invalid (e.g., a malformed email address for the Email field), the page displays an error message and prevents you from saving. Review and correct your input.

EXAMPLE: If a "datetime" field is selected in the Salesforce field column, the Default value column automatically displays date- and time-selector fields in which you set your preferred default values.

The table below provides guidance on what inputs are valid for the field types.

Field type	Valid input
picklist	String
string	String
textarea	String
phone	String
url	String
email	String
anyType	String
boolean	Select true or false
int	Digits and minus sign; no commas
double	Digits, minus sign, and decimal point; commas and other symbols are invalid
currency	Digits, minus sign, and decimal point; commas and other symbols are invalid
percent	Digits, minus sign, and decimal point; commas and other symbols are invalid
date, time, datetime	Select time and date

Recommendations

Higher Logic recommends that you set up a "catch-all" account in Salesforce for all incoming Contacts, and that you set this as the default account. By doing this, there will be one place where you can see all the Contacts recently added by Thrive Marketing Enterprise, and you can then assign them to whichever account makes most sense for your business needs.

Update Salesforce Field on Unsubscribe

If a Lead or a Contact unsubscribes from Higher Logic content, you can have any one field in your Salesforce database be automatically updated to reflect that unsubscribe.

TIP: In this section, you can automatically update fields for Leads and Contacts separately using the toggle in the upper right of the section.

NOTE: This is a one-way stream of data. Thrive Marketing Enterprise will update the flag in Salesforce, but it is still up to your list-creation method to exclude contacts who have unsubscribed outside of Thrive Marketing Enterprise.

To set a field to be updated:

1. Check the Update Lead field (or Update Contact field) box to enable the feature.
2. Click Select Field, then choose a field in the selection dialog (e.g., Status), and click Select.
3. Specify the value (e.g., Unsubscribed) that you want to be written to the selected field.

If a Lead or a Contact unsubscribes from Thrive Marketing Enterprise messages, the Status field will be updated to Unsubscribed in their Salesforce database record.