Salesforce Installation and Configuration

The Adestra Salesforce Application works by linking a Salesforce user account with an Adestra user account. This document will go through the steps for installing and configuring the app.

This topic covers installation and configuration for both Salesforce Classic and Salesforce Lightning. When you are done, see Salesforce Classic Page Layouts or Salesforce Lightning Page Layouts.

On this page:

Install the Salesforce App

There are a number of steps involved to install and configure the Adestra Salesforce application. You will usually be assigned an Adestra Technical Services Consultant to guide you through the setup process. If you have any questions or need further help please contact your Customer Success Manager.

Note: Before install, you must be able to confirm the email address of your Salesforce API user. These details must match the email address for that user in Adestra so the two systems can talk to each other

The install of the application in Salesforce will be carried out by your Salesforce administrator.

You will need to install the application itself in the Salesforce Classic or Salesforce Lightning account, which can be done here - for either Production or Sandbox environments.

Salesforce Classic:

Salesforce Lightning:

Note: If you are upgrading your Salesforce Lightning installation, be sure to back up your data before uninstalling your current version. You must download your data within 48 hours of uninstalling Salesforce Lightning. For more information, see Salesforce Lightning Upgrade.

Lightning Install page

  • Install for Admins Only: only admins have permissions for the components and their use
  • Install for All Users: permissions for all users
  • Install for Specific Profiles: granular control of permissions

You will have to approve third party access from Adestra for the install to be successful. You will receive an email notifying you of the installation's progress.

Adestra Requirements

Before completing the configuration of your Salesforce integration, there are a couple of things required in Adestra first. These are a Remote Connection and the Adestra-Salesforce integration ID.

Remote Connection Setup

Note: This can be taken care of by professional services for you as part of the standard setup

To create a remote connection for Salesforce go to the tab of the same name, found under 'Data' in a workspace. When you create a connection, change the Protocol to 'Salesforce'. You can then fill in the required details.

Note: By checking 'Use Sandbox' you can use the integration as a test environment, which uses test.salesforce.com, instead of login.salesforce.com

Authorising Remote Connection

Upon creation you will be notified to authorise access for the connection, to complete the process.

This link will then take you to the access screen.

When access is given the connection should automatically be tested, the connection overview will display whether this was successful or not.

You are able to test the connection again, delete it, re-authorise or disable access using the administration options.

Create the Salesforce Integration

Go to the Integrations tab - under Admin - to create the Integration. This will provide you with the ID for you to complete the configuration of a new record in Salesforce.

Fill in the information required on the form and click save.

After saving you will be taken to the 'Column Mapping' tab, here you can set the Contact and Lead field mappings to your core table.

Field Mapping

When completing the field mapping, the contact ID and lead ID must be mapped to a field in your Core Table or Data Table for you to be able to create a Salesforce Export.

There is the option to provide your own custom mappings, by double clicking an empty field. You will then be able to write in your own, as shown.

Note: We recommend you also map 'campaignmember.id' and 'campaign.id', so that the related fields will be populated when running an export

Integration Overview

Once this is done you will see your column mapping in the integration overview. You will also see the ID, required so that launch data can be made available in your Salesforce organisation. To configure who, where and what is seen, refer to the Page Layouts topic.

Configuring the Salesforce Integration

When your Adestra integration is working you can complete the setup in Salesforce. This is done by creating a new record, or account, so that Salesforce and Adestra can talk to each other.

New Record

The interface for Salesforce Classic and for Salesforce Lightning have slight differences.

Salesforce Classic:

To do this you need to go to 'Setup'. You can then go to the 'Develop' dropdown on the left hand side and select 'Custom Metadata Types'.

Salesforce Lightning:

To do this you need to go to 'Setup'. You can then go to the 'Custom Code' dropdown on the left hand side and select 'Custom Metadata Types'.

On the next page click 'Manage records', where you will be taken to an overview of your records. Then click the 'New' button to create a new record which will complete your setup.

Salesforce Classic:

Salesforce Lightning:

Form Information

Note: The User Token field is required for Salesforce Lightning only. This will be your API token. For assistance, contact Support.

  • Label: Should contain your account name
  • MessageFocus Account Setting Name: Should contain your account name
  • Application Server: Automated
  • XML API Endpoint: Automated
  • Salesforce Import ID: Found in the completed Adestra integration (defaults to 1)
  • MessageFocus ID: ID number of the account name specified
  • MessageFocus Username: Your username
  • MessageFocus Password: Your login password for Adestra

Launch Event Filter

This should be kept as the default setting, where Remove all unassociated and Remove all without a Salesforce campaign are checked, whilst the others are unchecked.

You can then click save and inform your account manager, who will make the finishing touches to the setup.

Add named credentials (Salesforce Lightning only)

For Salesforce Lightning installations, you need to add named credentials.

Click the cog symbol in the upper-right corner and select ‘Setup’.

On the ‘Setup’ page, search for ‘Named Credentials’, which can be found in the ‘Security’ drop down.

On the ‘Named Credentials’ page, click ‘New Named Credential’:

The ‘Setup Named Credentials’ page opens.

Add each of the following labels and corresponding URLs:

Label URL
adestra-integration

https://app.adestra.com/api/rest/1/integration
adestra-salesforce-list

https://app.adestra.com/api/rest/1/integration/1/salesforce_list
adestra-workspace-search

https://app.adestra.com/api/rest/1/workspaces
adestra_project_search https://app.adestra.com/api/rest/1/projects
adestra_salesforce_campaign

https://app.adestra.com/api/rest/1/integration/1/salesforce_campaign

Note: When you add the label, the name is generated automatically.

Copy the URL from the list above, and then click ‘Save’.

When you are done, the ‘Named Credentials’ list looks like this: