Salesforce setup

Please see the Salesforce info page at JangoMail.com (or this page). This page at JangoMail.com shows you where to the get the package that needs to be installed in your Salesforce account, and has a link to the package installation guide.

Here is a more detailed guide on using Salesforce (includes some setup tips/steps and a quick overview of how to send a JangoMail campaign using Salesforce).

(Advanced) If you are wanting to use our JangoMail/Salesforce database synchronization feature, you’ll need to obtain your Salesforce security token – here’s how to get the token. Further, there are some additional configuration steps required.

If you need a longer-term Salesforce test environment (more than what their 30-day free trial period offers), visit the developerforce.com page and register for a Developer Edition account.

Quick overview

The installation process includes installing a package into your Salesforce account (via a private listing on AppExchange), and then adding sections and S-controls (buttons) within the Contact and Leads tabs.

It’s easy to install and uninstall, and once installed, you can click the JangoMail tab to create a free account (and to associate an existing account with your Salesforce account).

We can track opens and clicks for you (including when someone clicks or opens multiple times). You can see campaign history within Salesforce and also within your JangoMail account.

If you upload your attachments to a place on the Internet on your site or ours (using FTP or the Assets menu in JangoMail) you will then be able to reference your files in your email as links and use our click tracking to tell who reviewed the files. The added benefits of this approach is a) better deliverability and b) less cost since the bandwidth used to deliver the actual email would be less.

You can create a free trial account at Salesforce (good for 30 days), plus a free trial account with us. Additionally, you can send messages from Salesforce via our SMTP server (using either JangoMail or JangoSMTP), but you have to request the option to configure an outgoing SMTP server for Salesforce via a support ticket with them.

From within Salesforce and being connected to JangoMail, you can use a query to select data from contacts and leads and create a campaign on the fly. Otherwise, from your Contacts or Leads tab/section, you select the contacts/leads of interest and send them a campaign.

Changing which JangoMail account you use with Salesforce

It’s not uncommon where you need to switch which JangoMail account your Salesforce account uses. You could be using one JangoMail account for testing purposes, and now it’s time to use the production account. How do you switch which JangoMail account you’re using?

The first step is that you may have to find/determine your Salesforce user ID value. When you look at the value(s) in JangoMail > Settings > Integrating JangoMail with Other Systems > Link Salesforce.com Accounts, and there is only one value in the “Salesforce.com User IDs” field, delete that value. The next time you connect to JangoMail from within Salesforce, you’ll be prompted for a logon. Enter the new JangoMail account you want to connect to.

If there are multiple ID values in JangoMail, you’ll have to determine what your value is, and you can get that by hovering a link in Salesforce. If my user ID is 005i0000000YxUp, where can I see that in Salesforce? Your user ID is shown in lots of places, but so are many other similar strings – what we want is one sure way/place to find this.

Go to Your_Name > Setup > Personal Information (under My Personal Information section on the left side), and hover over the “Personal Information” link. The link shows:

https://na15.salesforce.com/005i0000000YxUp?noredirect=1&retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DPersonalInfo&setupid=PersonalInformation

Your Salesforce user ID value is shown right after salesforce.com. That will be the value you delete in the JangoMail settings.