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How to add components and fields to Salesforce

Updated

After you follow the Salesforce integration setup steps, you can add components and fields to pages in Salesforce. 

These items can be added to any lightning record page(s) you choose.

Once these items are added, you can view eduCRM-related information for synced leads and contacts and perform actions from your Salesforce account.

While adding components and fields to Salesforce is optional, we recommend adding them so you can get the most out of the integration.

Take note

  • Any campaigns or automations you wish to use with the CX Automation component need to have the following label added to them: Salesforce 
  • Components and fields are compatible with Salesforce Lightning only
  • You can only use components and fields with synced leads and contacts

Add the CXA Activities component to page layouts in Salesforce

The CXA Activities box lists up to 20 recent CXA activities in eduCRM for a synced lead or contact. Each activity has a timestamp.

To add this component to any lightning record page:

  1. Click on any lead or contact in your Salesforce account to open their record page.
  2. Click the gear icon on the top right.
  3. Click "Edit Page."
  4. Scroll down the Lightning Components column until you see Custom Components.
  5. Click the Marketing Activities component and drag it to your page layout.
  6. Click "Save," then click the "Activation" button.
  7. The "Activation" modal will open. From here, you must activate the record page as an Org Default, App Default, or as an App, Record Type, and Profile. To do so, click one of the three options and the "Assign as" button.

You will be redirected to the lead or contact record page in the Lightning App Builder.

Items in the CXA Activity box include:

 

Activity Name Activity Description
Campaign opened The name of the campaign will display. Clicking the caret next to the activity will present a link to the web copy of the campaign.
Campaign replied The subject of the reply email will display. Clicking the caret next to the activity will display the body of the reply email.
Campaign was sent The campaign name will display.
Campaign link clicked

The campaign name will display. Clicking the caret next to the activity will display the link URL the contact clicked.  
Entered automation The automation name will display. Clicking the caret next to the activity will present a link to the automation in your ActiveCampaign account.
Completed automation The automation name will display. Clicking the caret next to the activity will present a link to the automation in your ActiveCampaign account.
Site & Event tracking This will list a tracked page visit or event the contact/lead completed. Page visits are tracked with the ActiveCampaign Site Tracking feature. Events are tracked using the ActiveCampaign Event Tracking feature.

Clicking the down arrow on the top right of the box in Salesforce lets you view all CXA activities for the lead or contact.

Add CX Automation component to page layouts in Salesforce

The CX Automation component lets you:

  • Send a campaign from a lead or contact profile record
  • Add a lead or contact to automation you created in ActiveCampaign, right from their profile record

To use the CX Automation component in your Salesforce account, you'll need to add it to any lightning record page you choose. To do so:

  1. Click on any lead or contact in your Salesforce account to open their record page. 
  2. Click the gear icon on the top right.
  3. Click "Edit Page."
  4. Scroll down the Lightning Components column until you see Custom Components.
  5. Click the ActiveCampaign CXA component and drag it to your page layout.
  6. Click "Save," then click the "Activation" button.
    • If adding the component to the Contact Layout page, the "Activation: Contact Record Page" modal will open
    • If adding the component to the Lead Layout page, the "Activation: Lead Record Page" modal will open
  1. From here you will need to activate the contact or lead record page as an Org Default, App Default, or App, Record Type, and Profile. To do so, click one of the three options, then either click "Close" or click the "Assign as" button.

Add fields to Salesforce pages

In addition to components, you can add fields to any page layout(s) for both Leads and Contacts in Salesforce. Note that these must be added to the Record Details component.

Fields need to be added to the Record Details component of the contact or lead page layout. To add these to the Record Details component, make sure you have either page layout open in the Lightning App Builder.

To add fields to Salesforce page layouts:

  1. From either the Lead or Contact Record Page in the Lightning App Builder, click the "Details" tab. 
  2. Click on the Record Details component.
  3. The menu on the right side of your Salesforce application will list your page layouts. Click the Lead or Contact Layout you wish to work with. You will be directed to the Object Manager for your page layout:
  4. Drag the "ActiveCampaign Sync Status" field onto the page under "Lead Detail" or "Contact Detail."
  5. Hover your mouse over the field and click the wrench icon.
  6. Check the "Read-Only" box then click "OK." This will prevent the standard user from editing the field.
  7. Follow steps 4-6 above to add the ActiveCampaign ID field and the ActiveCampaign Relation Sync Status field to contact and lead page layouts.
  8. When finished, click the "Save" button.

The fields include:

ActiveCampaign Field Field Description
ActiveCampaign Sync Status field Will show if the contact or lead was synced into ActiveCampaign. If the lead or contact was synced, the field will say "Successfully Synced." If the lead or contact was not synced, the field will be blank.
ActiveCampaign ID field The ActiveCampaign ID field stores the ActiveCampaign ID number of the contact or lead.
ActiveCampaign Relation Sync Status Will display information on the account relationship and the sync status for an account. 

 

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