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The Salesforce integration enables you to enrich your email analytics with data from your Salesforce CRM. Each integration is custom-made to match your specific needs and use cases. Please get in touch with your Email Meter representative to discuss the specifics of your integration and how it can be tailored to your requirements. This integration allows you to combine your Salesforce contact, account, and opportunity data with Email Meter’s email analytics, providing deeper insights into your email communications. This integration is particularly valuable when you want to:
  • Filter email analytics by Salesforce contact or account properties
  • Group email statistics by account name instead of email domain
  • Analyze communication patterns with different customer segments or opportunity stages
For example, you could analyze email response times specifically for contacts in the “Negotiation” stage, or see how your team’s communication patterns differ between “Enterprise” and “SMB” accounts. The integration automatically syncs this data, allowing you to create more meaningful and actionable email analytics reports.

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Set up Salesforce API access

To connect Email Meter with Salesforce, you’ll need to create a Connected App and generate API credentials. Follow these steps:
1

Create a Connected App

Go to your Salesforce instance, and then:
  • Click the gear icon and select Setup
  • In the Quick Find box, search for App Manager
  • Navigate to Apps > App Manager
  • Click New Connected App
  • Fill in the basic information:
    • Connected App Name: Email Meter
    • API Name: Email_Meter (auto-populated)
    • Contact Email: your email address
2

Configure OAuth settings

In the API (Enable OAuth Settings) section:
  • Check Enable OAuth Settings
  • Set the Callback URL to your Salesforce instance URL followed by /services/oauth2/success. For example: 
    https://yourcompany.my.salesforce.com/services/oauth2/success
  • Select the following OAuth scopes:
    • Access and manage your data (api)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
  • Click Save
  • Wait 10 minutes for the changes to take effect
3

Configure OAuth policies

After saving, you need to configure the OAuth policies:
  • Go back to App Manager and find the Email Meter app
  • Click the dropdown arrow on the right and select Manage
  • Click Edit Policies
  • Under OAuth Policies, set:
    • Permitted Users: All users may self-authorize
    • IP Relaxation: Relax IP restrictions
  • Click Save
4

Retrieve your credentials

After saving, you’ll need to collect the following information:
  • Click Manage Consumer Details to view your Consumer Key (Client ID) and Consumer Secret (Client Secret)
  • You may need to verify your identity via email or authenticator app
  • Copy both values and store them securely
5

Generate a Refresh Token

To complete the integration, you need to generate a refresh token by authorizing the Connected App. In the following steps, replace yourcompany.my.salesforce.com with your actual Salesforce instance URL.
  1. Open a browser and visit the following URL (replace YOUR_CONSUMER_KEY with your actual Consumer Key): 
    https://yourcompany.my.salesforce.com/services/oauth2/authorize?response_type=code&client_id=YOUR_CONSUMER_KEY&redirect_uri=https://yourcompany.my.salesforce.com/services/oauth2/success
  2. Log in with your Salesforce credentials and click Allow to authorize the app.
  3. After authorization, you’ll be redirected to a URL like: 
    https://yourcompany.my.salesforce.com/services/oauth2/success?code=AUTHORIZATION_CODE
    Copy the code value from the URL (everything after code=).
  4. Open a terminal and run the following command to exchange the authorization code for a refresh token. Replace the placeholder values with your actual credentials: 
    curl -X POST https://yourcompany.my.salesforce.com/services/oauth2/token \
  -d "grant_type=authorization_code" \
  -d "code=AUTHORIZATION_CODE" \
  -d "client_id=YOUR_CONSUMER_KEY" \
  -d "client_secret=YOUR_CONSUMER_SECRET" \
  -d "redirect_uri=https://yourcompany.my.salesforce.com/services/oauth2/success"
    If you are not familiar with the terminal, you can use Postman to send the request instead.
  5. The response will look like this: 
    {
  "access_token": "00D2v000001XKxi...",
  "refresh_token": "5Aep861dlMxAL...",
  "signature": "MK/YGMNQhPSSnKtYicXlaU...",
  "scope": "refresh_token web api",
  "instance_url": "https://yourcompany.my.salesforce.com",
  "id": "https://login.salesforce.com/id/00D2vKxiEAG/0045Q09vAAL",
  "token_type": "Bearer",
  "issued_at": "1570030000198"
}
    Copy the refresh_token value and store it securely.
6

Share the credentials

Once you have generated the credentials, please share the following with your Project Manager or Business Intelligence Consultant:
  • Consumer Key (Client ID)
  • Consumer Secret (Client Secret)
  • Refresh Token
  • Your Salesforce instance URL (e.g., https://yourcompany.my.salesforce.com)
Never send credentials via unencrypted email. Use a secure sharing tool like One-Time Secret or Bitwarden Send.
They will verify everything and configure the integration on our side.

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Frequently asked questions

Each Salesforce integration is custom-made to match your specific needs and use cases. Common data includes Contacts, Accounts, Opportunities, and custom objects. Please get in touch with your Email Meter representative to discuss the specifics of your integration and how it can be tailored to your requirements.
You need at least the Enterprise edition of Salesforce, or the Professional Edition with API access purchased as an add-on. If you’re unsure about your edition, contact your Salesforce administrator.
Data is synchronized daily by default. The sync frequency can be adjusted based on your specific needs. Please contact your Business Intelligence Consultant to discuss custom synchronization schedules.
Yes, you can revoke access at any time by deactivating or deleting the Connected App in your Salesforce settings. This will immediately stop the data synchronization.