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Quick reference
Step | Content | Tip |
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1 | as system administrator: Link Salesforce to CleverReach via Oauth | |
2 | as system administrator: provide CleverReach registration | |
3 | in each user's setup in Salesforce ("My settings" → "personal") | |
4 | page layouts for campaign and campaign members; page layout for lead and contact; campaign searchlayout | |
5 | optional (for Marketing User) | |
6 | in the CleverReach-App (tab): registration/link with the CleverReach User | |
7 | in the CleverReach-App (tab) | |
8 | Activated Clickjack Protection for Visualforce pages |
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Provider type: OpenID Connect
Name: any
URL suffix: any
Consumer key: Client ID from the OAuth app (CleverReach Configuration, Step 3)
Consumer secret: Client Secret from the OAuth app (CleverReach)
Authorization endpoint URL: https://rest.cleverreach.com/oauth/authorize.php
Token endpoint URL: https://rest.cleverreach.com/oauth/token.php
Send access token to in header: check
Other Fields: empty/not needed
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Go to Your User | My Settings | Personal | Authentication Settings for External Systems
or Setup | Manage Users | Users | user name | Authentication Settings for External SystemsCreate New Authentication Settings for External Systems with following settings:
External System Definition: Named Credential
Named Credential: from Step 2
User: Marketing User or System Administrator
Authentication Protocol: OAuth 2.0
Authentication Provider: from Step 1
Scope: empty
Start Authentication Flow on Save: check
Save and connect on the new page login to your CleverReach Account on the next page.
The message "The authentication provider didn't provide a refresh token. If the access token expires, your org won't be able to access this named credential." can be ignored.
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Layouts
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For the use of CleverReach for Salesforce, 2 page layouts must be replaced. The new layouts are included in the package. The campaign layout and campaign member layout must be replaced.
Go to Setup | Build Object Manager | Customize | Campaigns | Page Layouts . A table with all the configurable objects opens.
Click on Page Layout Assignment, now you'll see the Page Layout Assignment for the different profiles.
Click on Edit Assignment and , assign the CleverReach Campaign Layout to the Marketing User and System Administrator the CleverReach Campaign Layout and save it.
Go back to
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the Object Manager, select Campaign Members and click there on Page Layouts
Click on Page Layout Assignment
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assign the CleverReach Campaign Member Page Layout to the Marketing User and System Administrator
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and save it.
Furthermore you need to add to the Leads and Contacts Page Layouts some buttonsGo to Setup |
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Object Manager |
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Leads | Page Layouts | Edit | Buttons and drag the Update Email in CleverReach Button to the Custom Buttons in Lead Detail.
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For Lightning Experience you need to drag the button from Mobile & Lightning Actions to Salesforce Mobile and Lightning Experience Actions.
Repeat Point 6. for Contacts
For an easy list import from CleverReach you need to add the Import CleverReach List Button to the Campaign Searchlayout
Setup |
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Object Manager |
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Campaign | Searchlayouts
edit both Search Results and Campaigns List View and add Import CleverReach List button at Custom Buttons.
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You can now see e.g. in the Campaigns Tab after clicking on GO! the new button to import a list.
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For all user who do not have a system administrator profile, we have to grant so-called permission sets, to have the right you need to use. Note that users do not have access to the CleverReach account tab. This can only be edited by system administrators.
Select Setup |
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Users | Permission Sets
Select CleverReach Permission Set* and click on Manage assignments.
Select add assignments and select the users, to whom which you want to access the app.
*If no permission set is available or it should work only to a limited extent, please contact us. You can also configure your permission set youselfyourself.
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Select CleverReach accounts tab
Create a new account with the following data:
CleverReach Account Name: Name of the CleverReach account
Name Credential: Name from the log in credential with name
Days to sync reports: Amount of days to synchronize email reports backwards in time. If set to 0 or left empty, all email reports will be synchronized. This might cause delays/long time running synchronization jobs
Enable Auto Sync: this is your decision
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If you have selected the automatic synchronization, you can now select select the synchronization period. You can choose between Hourly, Daily or Weekly. If you choose daily, you still have to set the time. If you choose weekly, you must also set the day of the week.
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Click Edit. You can now define a value that is always used in the required fields when the CleverReach app generates a lead in Salesforce and no content is delivered via CleverReach. If you do not create your own fields in Salesforce, you will only find the entries LastName and Company. You can find out how to create required fields themselves, in the Salesforce Manual.
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In this case, the authentication has to be renewed. To do this, the named credentials are edited: Setup | Settings | Security | Named Credentials (alternatively enter "named credentials" in the Quick Search). There you'll find the named credentials created in step 2 from the Salesforce Configuration .
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For the named credentials, click Edit. In the subsequent dialog, make sure that the check mark next to Start Authentication Flow on Save is set.
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