Using Emma automation for Salesforce workflow

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Before installing Emma for Salesforce, want to know if we can replace our automated Salesforce emails with those created in Emma. Does the integration sync workflows, or is it simply a way to track customer/email interaction in SF?
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Posted 4 years ago

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Katie Watts, Support Team Manager

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Official Response
The functionality of Emma for Salesforce is designed to mirror updates made in either Salesforce or Emma to a synced lead or contact on a mapped field in the other platform, taking away the need to bounce back and forth between both systems to make an update. Beyond keeping accurate data in both places, the integration also allows you to create audience groups in Salesforce, populate audience groups in Salesforce using reports, add individual leads/contacts to particular Emma Groups within Salesforce and view the Emma Mailing response data within Salesforce both in a summary format as well as broken down on individual lead/contact records. For more details on all that you can do with Emma for Salesforce once you have the integration set up, please check out our Emma for Salesforce overview.

While the Emma for Salesforce integration doesn't do anything to sync workflows you may have created within Salesforce over to your Emma account, very soon you will be able to use the features of the integration to trigger automation workflows that you've set up within Emma. We are close to making live a Connected App version of Emma for Salesforce which completely reworks the API communication used by the integration and provides new features to all users of the integration. (To stay in the know on the most up-to-date progress towards making the Connected App available for all users, please follow this Emma Community thread.) Once the Connected App version of Emma for Salesforce is live, you'll be able to make use of the various automation triggers Emma offers, like field change and welcome automation, if you pass over data through the integration that triggers the criteria you've set up on an automation workflow within Emma.

Hope this helps clear things up, and please give me a shout here with further questions on how to pair Emma for Salesforce with our automation tool!