Automating Campaign Creation In SFDC

Spend can significantly reduce the amount of duplicate entry and manual work by passing campaign details directly to Salesforce to create new campaigns, streamlining the marketing operations workflow by automating the campaign creation process within Salesforce.

Note

This method relies on Salesforce e-mail services and the parsing of e-mailed campaign data from Spend. To complete this setup, you must be an administrator of both Spend and Salesforce.

Follow the instructions in our Outbound Actions chapter to create your new e-mail action (see Creating Outbound Actions). The body of the e-mail should include all of the fields that will be used in your Salesforce campaign. In order to easily parse the e-mail, it is recommended you have one field per line.

Note

Any mandatory campaign fields configured in Salesforce must be included in your e-mail action. Use your own e-mail address in the To: text box to test your e-mail action.

In order to receive the e-mail in Salesforce, you must set up an inbound e-mail handler Apex class and create a new e-mail service.

Best Practice

We recommend using a dedicated e-mail for the purpose of this automation. For example: Uptempo@salesforce.com.

  1. In Salesforce, click on Your Name > Setup > Develop > Apex Classes.

  2. Create a new Apex class in Salesforce that implements the Messaging.InboundEmailHandler interface (to implement this interface, you need to define a single method)

  1. In Salesforce, click on Your Name > Setup > Develop > Email Services.

  2. Click on New Email Service.

  3. Enter a name for your e-mail service and specify the Apex Class created above.

    4. Note: If you want to limit the addresses from which this service will receive e-mails, you can enter noreply@uptempo.io in the Accept Email From field.

  4. Click Save and New Email Address.

Note

Make sure the context user (which defaults to you) is a user who has the proper permissions to create campaigns.

  1. Fill in your required fields.

  2. Click Save and copy the e-mail address that you just created.

  1. In Spend, edit the To: field to include the Salesforce e-mail that you have just created.

  2. Click Save.