Merge Field "Contact ID" from Salesforce into Emma for customised URL Links.

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  • Problem
  • Updated 4 years ago
  • Not a Problem
  • (Edited)
We need to send some emails with customised URL Links. So basically we need to insert a URL like www.test.com/{Contact_id}. I managed to create a new field in Emma as Short Answer but I can not find the Field Contact Id Field in Salesforce while mapping the merge fields. I tried several Field Types like "Long Answer", "Numerical" etc. How can I fix this issue? Thanks in advance for any help regarding this issue. Thanks. Yours Sam 
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AUC Muc

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  • confused

Posted 4 years ago

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Damian Gatta, Official Rep

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Official Response
Hi there!
The default Salesforce contact ID field is an “ID” field type in Salesforce, and that’s not a field type with which Emma for Salesforce maps by default. (Emma offers several field types ranging from “short answer” to “radio button,” and while Salesforce offers these fields, they offer many others that don't perfectly match an Emma field type.) But there is an option that you could consider here!

It requires some custom work on your end which is outside of our realm of support, but you could create a text formula field that will populate on view instead of requiring some criteria for action — basically you’d set it up to use a formula to populate the text value of the Record ID into that custom field. And then you’d use the custom field to sync through the integration.

Feel free to reach out with any questions or if there is anything else I can do to help!
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AUC Muc

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Hi Damian, 

thank you for your quick response! 

Unfortunately it still does not work...

I set up a formula field in Salesforce do display the records ID as text but I still can not find that new field in the dropdown menu for mapping. 

This article actually says that it is not possible to map through formula fields:
https://support.e2ma.net/Resource_Center/Integrations/Emma_for_Salesforce_FAQs
Some accounts may also use "formula" fields in their Lead or Contact profiles. Formula fields are used to combine different pieces of Salesforce data using, well, formulas. They're handy for everything from revenue projection to lead distribution, but because the fields themselves are dependent on their independent components to derive the displayed value, a two-way sync with Emma is not possible and, again, probably not desirable -- we wouldn't want to muddy up your formulas.
I am quite confused how to solve this problem. To be honest: sending out customized URL Links should not be a big deal.. 

Thanks in advance for your time and your support. I hope we can figure out a way to solve this. 

Sam
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AUC Muc

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Maybe I have to grant access to emma to read that formula field, but I can not find a way to edit the access rights. 
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Chicago Scholars

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We had this exact same use case! We created a text field called "Contact ID for Emma." We use process builder to update this field with the Contact ID when new contact records are created. This has worked really well for us so far. Feel free to reach out directly if you have any questions.