MassMailer Configuration Guide


  

Contents 


        MassMailer Overview


                  SendGrid Prerequisite


        Installing the MassMailer App



        MassMailer Quick Setup


             1. SendGrid Login

             2. Event Notification URL


                    Setting Up the Force.com Site

                    Setting Up the Remote Site Settings


             3. Field Information

             4. Schedule


         Setting up Salesforce for MassMailer

                    

    To Set Up Salesforce Permissions

    To Set Up Salesforce Users for MassMailer

    MassMailer  Campaign Page Layout

    MassMailer  Lead Page Layout

    MassMailer Contact Page Layout



          Mass Email Wizard Create Custom Views


          Upgrading MassMailer to the Latest Version


          Removing Unsubscribe Link From Emails

        
         For MassMailer Email Verify    


Optional Settings

        Suppress Email Opt Out

         Email Template Read Only


          Field permissions for different Profiles


                     For System Administrator

                     For Standard User

                     For Marketing User

                     For Salesforce Platform User

                     For Force.com User

                     For Customer Community User


                         1.  High Volume Customer Portal

                         2. Customer Community

                         3.  Customer Portal Manager Custom

                         4.  Customer Portal Manager Standard

                         5.  Customer Community Login


                      For Partner Community User


                         1.  Gold Partner user

                         2.   Partner Community User

                         3.   Partner Community Login User


 

 

MassMailer Overview


  • MassMailer is an easy-to-use tool that allows mass emailing to more than the Salesforce limit of 250 recipients in a batch and 1000 emails a day.
  • MassMailer provides the ability to schedule email delivery via:


                Campaigns

        o Leads

        o Contacts

        o Users                 
  • Use the MassMailer wizard to build views of Leads, Contacts, and Users to whom you want to send mass emails.

    

SendGrid Prerequisite


You will need SendGrid sub user login access which will be provided by us. You can send an email to hello@massmailer.io to receive your SendGrid login access.


Please note that MassMailer is a private app on AppExchange so you cannot find it by searching on Salesforce AppExchange.


MassMailer can be installed from the following URL:


https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005uxj5EAA


Steps to Install MassMailer


1. After clicking the above link to the MassMailer AppExchange details page, click Get It Now, then choose to install in your production or sandbox Salesforce org:

                   


2. Indicate that you have read and agreed to the terms, and click Confirm and Install!


3. When prompted, provide your Salesforce login credentials.


4. The Package Installation Details page shows the MassMailer components that will be added. Click Continue to add MassMailer.


Please make sure that you need to select Install for All Users and click Install button


                             

5. A dialog will prompt for permission to approve third-party settings. Select Yes, grant access to these third-party web sites, then click Continue.

                                                                                          


                            


8. Click on Done to finish the complete Installation 


                     

MassMailer Quick Setup


From the MassMailer Setup tab, you can perform the following functions:


1. Set up your SendGrid information. You must have a SendGrid login to use MassMailer.


2. Set up your Force.com site for event notifications.


3. Select email fields from Lead, Contact, and Account to include in your MassMailer emails.


4. Set up campaigns with the scheduler to send MassMailer emails.

                   



The first two steps are one-time only.

                 


 

1. SendGrid Login


Click the Sign Up link on the main MassMailer Setup tab to open the SendGrid website and set up a SendGrid account.


Once you have your SendGrid credentials, click (1) SendGrid Login on the MassMailer Setup tab to provide MassMailer with those credentials. Click Edit to enter or update the User Name and Password on the Account Information screen.

                                           


Once you save your credentials on this screen, you will not have to provide them again.

 

 

2. Event Notification URL


Before this step, you must first register the Force.com domain for your Salesforce site URL.


Setting Up the Force.com Site


You must designate the Force.com site that will capture email event notifications for mass mailings.


To set up a Force.com site:


1. To set up a Force.com domain name, click Setup => Develop => Sites.

                                                             

                          



2. On the Sites page, enter a domain name, then click Check Availability to verify that the domain name has not yet been used.               

3. Once you choose a domain name that is available, select the box to indicate that you have read and accepted the Site Terms of Use and then click Register My Force.com Domain.



4. Once you have successfully registered your domain, you will have the option to edit the site. Click New.       
      

       


5. Name the Site and select Active and  is  page
6. There are two ways to create the event notification URL for MassMailer to route email responses such as Delivered, Open, Spam, etc. Select one or the other of the following two options for Active Site Home Page

            Option 1 Add the sentgrid4sf__SendGridSetup Visualforce page to the site        · 

        ·   Option 2 Add the sentgrid4sf__eventvf Visualforce page to the site

Save the changes.

                              


After saving please make sure that copy the Domain Name URL link and create new Remote Site Settings

Note: If you have secure.force.com then you need to copy that Domain Name URL link



   

Setting Up the Remote Site Settings

                                                                          

For Setting up Remote Site Settings, you need to follow certain steps:


  • Click on Remote Site settings under Security control section.

              


  • Click on New Remote Site button.



  • Enter Remote Site Name as MassMailer
  • Enter Remote Site URL that is same as the Site Domain URL that we created in the previous step.
  • Make sure that we need to add https:// before that domain URL link.

          


  • Click Save.


Your Event Notification URL would be:




If your domain name contains the word“secure,” then include “secure” in your Event Notification URL.

For example, if your domain is:



Then your Site URL would be:



And your Stay-in-Touch Site URL would be:


 

 Note that your Site URL URL will be in the format of:


{Your Default Web Address from your MassMailer Site}/services/apexrest/sendgrid4sf/MassMailer_hook


And your Stay-in-Touch Site URL is just the your domain:


{Your Default Web Address from your MassMailer Site}




To click on MassMailer Setup Tab to set up these two URLs


Click (2) Event Notification URL, then click Edit and enter or paste the URLs in the Site URL and Stay-in-Touch Site URL fields.


                           


Once you save your Site URL and Stay-in-Touch Site URL on this screen, you will not have to provide them again.


Note: Save your Company Timezone here and it should be same as your Salesforce Org Timezone.

 

For getting the Salesforce Org Timezone, Follow certain steps:

  • Go to Company Information under Company Profile section.
  • Click Edit.
  • Scroll down and go to Locale Settings and Default Timezone is your salesforce org timezone. 

         


 

3. Field Information


Before you can use the MassMailer Email Wizard to build list views for Leads, Contacts, or Accounts, you need to select which Email field from Leads, Contacts, and Accounts to be used as the 'To' Email field to send mass emails.


From MassMailer Setup tab, Click (3) Field Information in the side navigation bar, and then click Edit

Then select the Email field for Lead, Contact, and Account from the respective drop down lists and click Save.


You can make ‘Default Bcc Sender’ to true or false. Based on the settings made here, ‘Bcc Sender’ Field is either checked or unchecked in both Campaign and Mass Mailer Email Wizard features.


Click Edit in the below Section and Enter your Global Sender Name, Global Sender Email and Global Bcc Email. Click Save.

                             

                             



 

4. Schedule


You should finish this step in order to run the scheduler to send scheduled emails for Campaigns, One-off, and Mass Email Wizard.


From the left hand side navigation bar, click on 'Schedule' (4th option) link and click on 'Schedule' button. You will see a confirmation message, "Successfully Scheduled Sync".


                    


 

 

Setting up Salesforce for MassMailer


Once the MassMailer application is installed in your Salesforce org, you need to perform the following tasks to set up MassMailer in Salesforce:


                    To Set Up Salesforce Permissions

                    To Set Up Salesforce Users for MassMailer

                    MassMailer  Campaign Page Layout

                    MassMailer  Lead Page Layout

                    MassMailer Contact Page Layout  

To Set Up Salesforce Permissions


In order to grant the necessary access to MassMailer, you have to grant permissions to the MassMailer profile by following the instructions below.


1. Click Setup => Develop => Sites.

                 

         



2. On the Sites page, click the Site Label of the site to which you want to add the public access.





3. Click Public Access Settings of Site Details page to open its profile.

                 

              



4. Click Edit on the profile for the Site you created.






5. In the Standard Object Permissions section of the profile, select Read and Create for Accounts, Campaigns, Contacts, and Leads.


               



 

6. In the Custom Object Permissions section of the profile, select all permission to MassMailer Email Statistics, MassMailer Email Status and Mass Stay-in-Touch. Click Save.


           



 

7. Once you have saved the MassMailer profile, scroll to the Field-Level Security section of the profile and click [View] next to Mass Stay-in-Touch.


           


8. Click Edit to modify the visibility of the Mass Stay-in-Touch fields for the MassMailer profile.Then, select the Visible checkbox for each field, and click Save.

           

               



 

9. Then, on the MassMailer profile, scroll to the Enable Apex Class section of the screen and click Edit.


              



10. Select sendgrid4sf.emailnotify, sendgrid4sf.Ctrl_ContactStayintouch and sendgrid4sf.MassEmailWizard_Insertion from the Available Apex               Classes and use the Add arrow to move them each to the Enabled Apex Classes. Click Save.


               


10. Then, on the MassMailer profile, scroll to the Enable Visualforce Pages section of the screen and click Edit.

12. Select sendgrid4sf.eventvf  and sendgrid4sf.ContactStayintouch  from the Available Visualforce Pages and use the Add arrow to move them each to the Enabled Visualforce Pages. Click Save.



            

 

Setting Up Salesforce Users for MassMailer


You need to assign a MassMailer license to all users in your Salesforce org who will have permission to use the application and if you want to use the functionality of Mass Stay In Touch then you need to assign one Licence to Site Guest User.



1. Access the Salesforce Installed Packages by selecting Setup => App Setup => Installed Packages.




2. On the Installed Packages page, click MassMailer.

           

            



3. From the MassMailer page detail page, click Manage Licenses.


           



4. Click Add Users.

           

           



5. Then select each user you want to assign a MassMailer license.


            




Note: The number of users cannot exceed the number of MassMailer licenses you have purchased. Only those users with licenses can see and use MassMailer.


Assigning Licence to Site Guest User, you need to follow certain steps:

  • Login with Admin User.
  • Click on Setup --> Click on Develop Under App Setup Section --> then Sites.

                     
  • Click on Site Label.
 

          

  • Click on Public Access Settings.

  



  • Then, Click on View Users.
 


  • Click on Site Guest User Name.

 


  • Scroll down and click on Assign Licenses under Manage Packages section.

 


 


You can also update an existing Campaign page layout to include MassMailer functionality:


1. Click Edit Layout on a Campaign detail page.               



2. Click Buttons to drag and drop MassMailer Clone, Schedule Via MassMailer,Refresh Campaign Member Status and Set Member Status buttons.


       


3. Drag and drop MassMailer Clone, Schedule Via MassMailer, Set Member Status, Refresh Campaign Members Status and Email Verify(This is for Email Verification feature) buttons on Campaign layout, reordering in the Custom Buttons section if desired. Click Quick Save if you make changes to the Campaign layout.


       




4. Click on Fields and add a Section on your Page and name it as MassMailer Email Statistics.

 


. Now Drag and Drop following fields in the Section added :

  • Total Request
  • Total Open
  • Total Blocks
  • Total Bounces
  • Total Repeat SpamReports
  • Total Spam Drop
  • Total Repeat Bounces
  • Total Delivered
  • Total Clicks
  • Total Spam Reports
  • Total Unsubscribes
  • Total Invalid Emails
  • Total Unique Opens
  • Total Unique Clicks
  • Total Repeat Unsubscribes












5. Continuing in the related lists on the Campaign page layout, drag and drop MassMailer Email Status where you want it onto your Campaign related lists.





6. Click the wrench icon (settings) beside the MassMailer Email Status related list on the Campaign page layout to edit the columns that display.





NOTE: When selecting fields, choose the Mass Email Name, Template Subject, Date_Time, Email, Event and Reason fields for MassMailer Email Status as shown below.

                                  


Click Save.




 

Enabling MassMailer on Existing Lead Layout


You can also update an existing Lead page layout to include MassMailer functionality:


1. Click Edit Layout on a Lead detail page.


         



2. Make sure you include the Invalid Lead and Email Opt Out fields on the Lead page layout.


        




3. Scroll to the Activity History related list and click the wrench icon (settings).


       




4. Click + to expand the Buttons section of the Activity History settings.


                   




5. From the Buttons section, select Schedule Email via MassMailer and use the Add arrow to move it to the Selected Buttons. Click OK.


                                 




6. Continuing in the related lists on the Lead page layout, drag and drop MassMailer Email Status where you want it onto your Lead related         lists.


           



7. Click the wrench icon (settings) beside the MassMailer Email Status related list on the Lead page layout to edit the columns that display.


          


NOTE: When selecting fields, choose the Mass Email Name, Template Subject, Date_Time, Event, Email and Reason fields for MassMailer Email Status as shown below:


                                



You can manually add the Email via MassMailer buttons on Activity History and MassMailer Email Status related list on any Contact page layout by following the steps in the Enabling MassMailer on Existing Lead Layout section.


Make sure to include the Invalid SendGrid and Email Opt Out fields on Contact page layouts that you want to use with MassMailer.

 

 

Mass Email Wizard Create Custom Views


Use the Mass Email Wizard tab to build views of Leads, Contacts, or Users for which you can then schedule mass email deliveries.


1. Click the Mass Email Wizard tab.


2. From the drop-down, select the object for which to create a MassMailer view: Lead, Contact, or User.


     


 

3. The default view for the object you select is “All.” You can select a view and edit it, or create a new view.

              

   



4. When creating and editing views, choose the filters and fields to display just as you would with any Salesforce view.


                          


                                   

You can then select a template, build the email, and either send immediately or schedule when you want the delivery to be sent.


See the MassMailer User Guide for more information on scheduling mass emails.


Click Add Filter Logic to access the following screen where you can use AND and OR with parentheses to set up more complex filter relationships for your view:


                                


                         



Upgrading MassMailer to the Latest Version


Upgrading MassMailer is very easy. Use the same link that you used to install MassMailer to install the upgraded version:


https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005uxj5EAA


The following screen will appear when an upgraded version of MassMailer is available. Click Continue and then follow the rest of the steps to install MassMailer.


                              


Removing Unsubscribe Link From Emails

If you do not want to display this unsubscribe Link in your Emails as shown in the following Screenshot: 


To disable this Link , Follow certain Steps:


Click on Setting and click again on Tracking



Now ,you can disable this Subscription Tracking 


Now, If you Send Emails using MassMailer then you will not receive that Unsubscribe Link in your Emails.




For MassMailer Email Verify


1. Go to Lead/Contact page layout


2. Add Email Verification status and Email Verification Date on page layout.




Suppress Email Opt OutFollowing this feature is meant for those customers who actually send transactional emails and they don’t want to suppress their transactional emails to those people who have opted out from other emails like marketing related.


Now by enabling the following custom settings, you can send emails to the contacts or leads even though they have Email Opt Out set as TRUE. This feature works well when you are planning to send any transactional emails but not any marketing emails.


Go to custom setting then click on CustomSite_URL



Click on Manage button


Uncheck ‘Suppress Email Opt Out’ field or in other words, set that field to “false” and Save the record.


It will give the ability to send emails to any Email Opt Out Contact and/or Lead


Email Template Read Only


MassMailer provides option to make your email template to read only so that other users can't edit the template while sending mass emails


Note: This feature will be available only on MassMailer Email Wizard for now.


In order to enable this feature we need to follow the below steps


Search for Custom Settings --> CustomSite_URL-->Manage Button-->Site_URL then we need flag MM Email Wizard Template Read Only field to true/checked---> Save



You can't edit the subject line and email body and there is no Modify Email Templete option and Save As button at all,  see below image for your reference 



Field permissions for different Profiles


For System Administrator:


Email Opt-out field not available. We have to make available this email opt-out field.


Go to Security Control --> Field Accessibility --> Lead (or Contact) --> View By Profiles --> Choose System Administrator --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available -->Select visible & make it checked.

 

 

 

                                         


       

  

For Standard User:



By default, Salesforce provides only read access to Campaign and does not provide access to any of the custom objects for Standard User.


Now, we have to give Permissions to following Custom Objects:


                Custom Objects                                                           Permissions     

                                                   

1. Mass Email Statistics                                      Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                                 Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                           Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                          Read, create, edit, delete, view all, modify all

5. Send Grid                                                        Read, create, edit, delete, view all, modify all

 

6.  If the User have access to Campaign then only following Permission is required.

    SendGrid4sfs                                                   Read, create, edit, delete, view all, modify all

 

For giving permissions to all these objects:

 

· Go to Administration Setup --> Manage Users --> Users.

· Click on the Standard User Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.

  

           

  

Email Opt-out field is not available. We have to make available this email opt-out field.


Go to Security Control --> Field Accessibility --> Lead (or Contact) --> view By Profiles --> Choose Standard User Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select visible & make it checked.

 

                                 

                 



For Marketing User:


By default, Salesforce provides read, create, edit, delete access to Campaign and does not provide access to any of the custom objects for Standard User.


Now, we have to provide access to marketing users so that they can create and edit campaigns. For this,

 

· Go to administration setup --> Manage users --> users.

· Click on the user full Name with Marketing user profile.

· Click on Edit button.

· Check the Marketing User checkbox under user Details section as shown below.


     

 

Now, we have to give Permissions to following Custom Objects:


                    Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all

5. Send Grid                                                       Read, create, edit, delete, view all, modify all

 

6.  If the User have access to Campaign then only following Permission is required 

    SendGrid4sfs                                                  Read, create, edit, delete, view all, modify all


For giving permissions to all these objects:

 

· Go to Administration Setup --> Manage Users --> Users.

· Click on the Marketing User Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.

.

             

 

Email Opt-out field not available. We have to make available this email opt-out field.


Go to Security Control --> Field Accessibility --> Lead (or Contact) --> view By Profiles --> Choose Marketing User Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select visible & make it checked --> Click Save.

 

                                         

                

     


  

For Salesforce Platform User:


By default, Salesforce provide Read, Create, Edit, Delete access to account, contact and does not provide any access to campaign, Lead and any of the custom Objects.

 

Now, we have to give Permissions to following Custom Objects:


                 Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all

5. Send Grid                                                       Read, create, edit, delete, view all, modify all






 

For giving permissions to all these objects:

 

· Go to Administration Setup --> Manage Users --> Users.

· Click on the Marketing User Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.


         

 

 

Email Opt-out field not available. We have to make available this email opt-out field.


Go to Security Control --> Field Accessibility --> Lead(or Contact) --> view By Profiles --> Choose Salesforce Platform User Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select visible & make it checked.

                           

               


 

For Force.com User:


By default, Salesforce provide only Read access to Account & Contact and does not provide any access to any of the custom objects.


Now, we have to give Permissions to following Custom Objects:


                 Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all





5. Send Grid                                                       Read, create, edit, delete, view all, modify all

 

For giving permissions to all these objects:

 

· Go to Administration Setup --> Manage Users --> Users.

· Click on the Force.com Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.





Email Opt-out field not available. We have to make available this email opt-out field.


Go to Security Control --> Field Accessibility --> Lead(or Contact) --> view By Profiles --> Choose Force.com User Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select visible & make it checked.

 

                           

                   



For Customer Community User:


Profiles related to Customer Community User and their permissions:


High Volume Customer Portal


By Default Salesforce does not provide access to Accounts, Contacts and any of the Custom Objects.


Customer Community


By Default, Salesforce Provide only Read, Edit access for Accounts & Read, Edit, Create access for Contacts and does not provide access to any of Custom Objects.


Note:  Customer Community User cannot use email templates. User can only send email by writing it manually. Accounts & Contacts tab are not visible for Customer Community profile.


For Making Custom Objects available in Customer Community User, We need to follow the certain steps:


· Go to App Setup --> Create --> objects.

· Click on Edit Button beside the objects that you want to give permissions.

· Give permissions to the following objects that are highlighted in the following snapshot.



   


· Click on Edit button.

· Now, Scroll down & go to Optional features and mark the Available for customer portal checkbox as shown below.


   



Now, we have to give Permissions to following Custom Objects:


                Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all

5. Send Grid                                                       Read, create, edit, delete, view all, modify all






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the Customer Community Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.



   



For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.


   


· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Tabs available in Customer Portal, follow Certain Steps:


· Go to App Setup --> Customize --> Customer Portal --> Settings --> Portal Name.


 


· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for customer portal and then click on add.


           


· Click Save.

 

We have to set the fields which are not available in the Layout. For getting the fields:


Go to Security Control --> Field Accessibility --> Contact --> view By Profiles --> Choose Customer Community User Custom Profile --> Click on the email opt out field & Invalid Contact + fields which you want to make available  --> Select Visible box & make it checked --> Click Save.

 

                         

         



Customer Portal Manager Custom


By Default, Salesforce Provide only Read access for Accounts & Read, Create, Edit access for Contacts and does not provide access to any of Custom Objects.


Note: We can use Email Templates for Customer Portal Manager Custom profile. We can Make Accounts & Contacts tab visible for this profile by making it Delegated External User Administrator.


For Making Custom Objects available in Customer Portal Manager Custom User, We need to follow the certain steps:


· Go to App Setup --> Create --> objects.

· Click on Edit Button beside the objects that you want to give permissions.

· Give permissions to the following objects that are highlighted in the following snapshot. 


       

 


· Click on Edit button.

· Now, Scroll down & go to Optional features and mark the Available for customer portal checkbox as shown in the following screenshot.

 

         

 

Now, we have to give Permissions to following Custom Objects:


                 Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all

5. Send Grid                                                       Read, create, edit, delete, view all, modify all






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.

           


 

For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.





· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the highlighted objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Custom Tabs available in Customer Portal, follow Certain Steps:


· Go to App Setup --> Customize --> Customer Portal --> Settings --> Portal Name

   

   


· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for customer portal and then click on add.

   


· Click Save.


For Making Account & Contact Tabs available in Customer Portal, follow Certain Steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the Customer Portal Manager Custom Profile.

· Click on Edit.

· Scroll Down & go to Administrative Permissions.

· Select Delegated External User Administrator and make it checked.


     


· Click Save.

· Again Click on Edit Button.

· Scroll down & go to Standard Tab Settings and make Accounts, Contacts “Default ON”.




We have to set the fields which are not available in the Layout. For getting the fields:


Go to Security Control --> Field Accessibility --> Contact --> view By Profiles --> Choose Customer Portal Manager Custom User Custom Profile -->Click on the field which you want to make available --> Select Visible box & make it checked --> Click Save.

 

                         

                 


 

 

Customer Portal Manager Standard


By Default, Salesforce Provide only Read access for Accounts & Contacts and does not provide access to any of Custom Objects.


Note: We can use Email Templates for Customer Portal Manager Standard profile.


For Making Custom Objects available in Customer Portal Manager Custom User, We need to follow the certain steps:


· Go to App Setup --> Create --> objects.

· Click on Edit Button beside the objects that you want to give permissions.

· Give permissions to the following objects that are highlighted in the following snapshot.

     


· Click on Edit button.

· Now, Scroll down & go to Optional features and mark the Available for customer portal checkbox as shown in the following screenshot.

       



Now, we have to give Permissions to following Custom Objects:


                 Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all

5. Send Grid                                                       Read, create, edit, delete, view all, modify all






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.


     



For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.



· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the highlighted objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Custom Tabs available in Customer Portal, follow Certain Steps:


· Go to App Setup --> Customize --> Customer Portal --> Settings --> Portal Name


   


· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for customer portal and then click on add.


· Click Save.


Now, we have to set the fields which are not available in the Layout. For getting the fields:

 

Go to Security Control --> Field Accessibility --> Contact --> view By Profiles --> Choose Customer Portal Manager Standard User Custom Profile -->Click on the email opt out field & Invalid Contact + fields which you want to make available --> Select Visible box & make it checked --> Click Save.

 

                             

             



Customer Community Login


By Default, Salesforce Provide only Read, Edit access for Accounts & Read, Edit, Create access for Contacts and does not provide access to any of Custom Objects.


Note: Customer Community User cannot use email templates. User can only send email by writing it manually. Accounts & Contacts tab are not visible for Customer Community profile.


For Making Custom Objects available in Customer Community User, We need to follow the certain steps:


· Go to App Setup --> Create --> objects.

· Click on Edit Button beside the objects that you want to give permissions.

· Give permissions to the following objects that are highlighted in the following snapshot.

     


· Click on Edit button.

· Now, Scroll down & go to Optional features and mark Available for customer portal checkbox as shown below.


     


Now, we have to give Permissions to following Custom Objects:


                  Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                    Read, create, edit, delete, view all, modify all

2. Mass Mailer Email Status                               Read, create, edit, delete, view all, modify all

3. Mass Mailer Views                                         Read, create, edit, delete, view all, modify all

4. Mass Stay-in-Touch                                        Read, create, edit, delete, view all, modify all

5. Send Grid                                                       Read, create, edit, delete, view all, modify all






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.


   



For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.


     


· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Tabs available in Customer Portal, follow Certain Steps:


· Go to App Setup --> Customize --> Customer Portal --> Settings --> Portal Name.


     


· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for customer portal and then click on add.


     


· Click Save.

 

Now, we have to set the fields which are not available in the Layout. For getting the fields:


Go to Security Control --> Field Accessibility --> Contact --> view By Profiles --> Choose Customer Community Login User Custom Profile --> Click on the email opt out field & Invalid Contact + fields which you want to make available --> Select Visible box & make it checked --> Click Save.

 

                       

       


 

For Partner Community User:


Profiles related to Partner Community and their permission settings are:


Gold Partner user


By default Salesforce provides Read, Create, and Edit Permissions for Account, Contact and Lead. There is no access for Campaign and not for custom objects.


Now, we have to give Permissions to following Custom Objects:


                 Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                             Read, create, edit, delete

2. Mass Mailer Email Status                                        Read, create, edit, delete

3. Mass Mailer Views                                                  Read, create, edit, delete

4. Mass Stay-in-Touch                                                 Read, create, edit, delete

5. Send Grid                                                                Read, create, edit, delete






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.


     


 

For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.


     


· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the highlighted objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Tabs available in Partner Portal, follow Certain Steps:


· Go to App Setup --> Customize -->Partners --> Settings --> Portal Name.



 

· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for Partner Portal and then click on add.


         


· Click Save.

 

Now, we have to set the fields which are not available in the Layout. For getting the fields:

 

Go to Security Control --> Field Accessibility --> Lead (or Contact or Account) --> view By Profiles --> Choose Gold Partner User Custom Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select Visible box & make it checked --> Click Save.

 

                                     

             


 

Partner Community User


By default Salesforce provides Read, Create, and Edit Permissions for Account, Contact and Lead. There is no access for Campaign and not for custom objects.


Now, we have to give Permissions to following Custom Objects:


               Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                             Read, create, edit, delete

2. Mass Mailer Email Status                                        Read, create, edit, delete

3. Mass Mailer Views                                                  Read, create, edit, delete

4. Mass Stay-in-Touch                                                 Read, create, edit, delete

5. Send Grid                                                                Read, create, edit, delete






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.


     



For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.


· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the highlighted objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Tabs available in Partner Portal, follow Certain Steps:


· Go to App Setup --> Customize --> Partners --> Settings --> Portal Name.


     


· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for Partner Portal and then click on add.

     


· Click Save.

 

Now, we have to set the fields which are not available in the Layout. For getting the fields:

 

Go to Security Control --> Field Accessibility --> Lead (or Contact or Account) --> view By Profiles --> Choose Partner Community User Custom Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select Visible box & make it checked --> Click Save.

                     

       




Partner Community Login User


By default Salesforce provides Read, Create, and Edit Permissions for Account, Contact and Lead. There is no access for Campaign and not for custom objects.


Now, we have to give Permissions to following Custom Objects:


       Custom Objects                                                           Permissions    

                                                    

1. Mass Email Statistics                                             Read, create, edit, delete

2. Mass Mailer Email Status                                        Read, create, edit, delete

3. Mass Mailer Views                                                  Read, create, edit, delete

4. Mass Stay-in-Touch                                                 Read, create, edit, delete

5. Send Grid                                                                Read, create, edit, delete






 

For giving permissions to all these objects:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the Custom profile that you want to give permissions, then Edit button.

· Scroll down & Go to custom object permissions and give the above mentioned permissions.




For making all the fields available, follow the steps:


· Go to Administration Setup --> Manage Users --> Users.

· Click on the profile that you want to give permissions.

· Scroll down & Go to Field Level Security for the following highlighted objects.


   



· Click on View, then edit button and Make all the fields visible.

· Follow same steps for all the highlighted objects like Mass Email Statistics, MassMailer Email Status etc.


Now, For Making Tabs available in Partner Portal, follow Certain Steps:


· Go to App Setup --> Customize --> Partners  --> Settings --> Portal Name.




· Click On Customize Portal Tabs Button.

· Choose the tabs which you want to make available for Partner Portal and then click on add.


     


· Click Save.

 

Now, we have to set the fields which are not available in the Layout. For getting the fields:

 

Go to Security Control --> Field Accessibility --> Lead (or Contact or Account) --> view By Profiles --> Choose Partner Community Login User Custom Profile --> Click on the email opt out field & Invalid (Lead, Account or Contact) + fields which you want to make available --> Select Visible box & make it checked --> Click Save.