This document shows you, how to add Mapp Connect to your Salesforce pages.
This allows sending emails directly from Salesforce and using prepared messages without login to Mapp Engage. 


Emails can either be sent to

  • a single user
    from Lead, Opportunity or Contact page

  • a group
    via Campaign page on every campaign type

Please note that this is an optional feature that has to be activated.

To proceed, you need an established connection to Salesforce.


Adding Mapp Engage component to Lead, Opportunities and Contacts pages

This will allow you sending a single email. For the purpose of this example, we're using the Leads page. 


  1. Open the SALES view and click on "Leads" in the menu.



  2. Choose a random person from the list and click "Edit Page".

     

  3. Add a Mapp Connect tab to the main content on this page.


  4. Add "Visualforce" to Mapp Connect and choose "MappConnectSingleEmail".



  5. Save and activate this page setup.

Follow the same rules for Opportunities and Contacts page.


Adding Mapp Engage component to the Campaign page

This will allow you a group send out.


  1. Open the SALES view and click on "Leads" in the menu.




  2. Choose a random campaign from the list and click "Edit Page".




  3. Add a Mapp Connect tab to the main content on this page.




  4. Add "Visualforce" to Mapp Connect and choose "MappConnectCampaign".




  5. Save and activate this page setup.