PDF iContact for Salesforce Installation Guide
[Pages:23]iContact for Salesforce Installation Guide
For Salesforce Lightning Experience
Version 2.3.5
Last updated April 2019
WARNING
DO NOT SKIP ANY PART OF THIS GUIDE. EVERY STEP OF EVERY SECTION IS REQUIRED FOR ICONTACT FOR SALESFORCE TO WORK.
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Table of Contents
Getting started Install the iContact for Salesforce package Add iContact to your Trusted IP Ranges Set Field Accessibility for the Contact object Set Field Accessibility for the Lead object Create and assign the iContact for Salesforce Campaign record type Map the iContact Contact ID field for the Lead object Add iContact related lists to the Contact page layout Add iContact related lists to the Lead page layout Rename the iContact Configurations Tab Update your iContact account password Create your API integration Sync the API connection Send your first email Create the iContact MessageBuilder tab Establish a custom DKIM
Appendix
Getting Started resources Contact Information
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Getting started
This guide was designed to make the installation process as easy and efficient as possible. On average, it takes about 1 hour to complete the process.
Requirements
You must be a Salesforce System Administrator to install iContact for Salesforce The Salesforce Campaigns functionality must be enabled for your Org You must have the ability to create new Campaign Record Types
Supported Browsers
Chrome and Firefox offer the best experience with iContact for Salesforce and our documentation assumes you're using one of those two browsers. The table below outlines the complete list of browsers that are supported by iContact for Salesforce.
Browser Chrome
Firefox Internet Explorer Safari
Details The most recent and stable version. Our specific recommendation. The most recent and stable version. Version 11 The most recent and stable version.
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Install the iContact for Salesforce package
1. Click this link to install the iContact for Salesforce package . 2. Log in to Salesforce. 3. Click Install for All Users then click the Install button. 4. Check Yes, grant access to these third-party web sites, then click the Continue
button. 5. When the installation completes, click the Done button. Note: iContact for Salesforce may take a few minutes to install depending on your Internet connection speed and the size and density of your Salesforce Org. If you don't receive an email notification that the installation finished, if you're not redirected to the Installed Packages page, or if Salesforce asks you to check on the status of the installation later, click the Setup icon (in the upper right corner) > Apps (under Platform Tools) > Installed Packages. When iContact for Salesforce is listed in the Installed Packages section and in the App Launcher in the upper left corner of the screen, it is installed.
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Add iContact to your Trusted IP Ranges
1. Click the Setup icon (in the upper right corner) > Security (under Settings) > Network Access.
2. Click the New button and add the following IP ranges:
Start IP Address 66.192.165.133 69.166.132.241 69.166.134.129
End IP Address 66.192.165.133 69.166.132.254 69.166.134.158
Description iContact for Salesforce iContact for Salesforce iContact for Salesforce
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Set Field Accessibility for the Contact object
Warning: These steps cannot be skipped, even if you do not actively use Contacts in Salesforce.
1. Click the Setup icon (in the upper right corner) > Security (under Settings) > Field Accessibility > Contact.
2. Click View by Profiles and select the System Administrator profile from the dropdown.
3. Confirm that the Field Access for the fields listed below is set to Editable or Required. If not, click the word Hidden (located next to the field). In the Field-Level Security section, set the Profile to Visible; in the Page Layout section, set the Page Layout to Visible; then click Save. Email Email Opt Out Fax iContact Contact ID Mailing Address Name Phone
4. Repeat Steps 2 - 3 for any additional custom profiles that will need access to iContact for Salesforce.
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Set Field Accessibility for the Lead object
Warning: These steps cannot be skipped, even if you do not actively use Leads in Salesforce.
1. Click the Setup icon (in the upper right corner) > Security (under Settings) > Field Accessibility > Lead.
2. Click View by Profiles and select the System Administrator profile from the dropdown.
3. Confirm that the Field Access for the fields listed below is set to Editable or Required. If not, click the word Hidden (located next to the field). In the Field-Level Security section, set the Profile to Visible; in the Page Layout section, set the Page Layout to Visible; then click Save. Address Email Email Opt Out Fax iContact Contact ID Name Phone
4. Repeat Steps 2 - 3 for any additional custom profiles that will need access to iContact for Salesforce.
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