{"id":119,"date":"2026-07-19T21:52:11","date_gmt":"2026-07-19T19:52:11","guid":{"rendered":"https:\/\/new.mailfino.com\/integrationen\/salesforce\/"},"modified":"2026-07-19T23:08:55","modified_gmt":"2026-07-19T21:08:55","slug":"salesforce","status":"publish","type":"page","link":"https:\/\/new.mailfino.com\/en\/integrationen\/salesforce\/","title":{"rendered":"Salesforce mit Newsletter-Marketing verbinden"},"content":{"rendered":"\n<style>\n:root {\n  --mf-ink: #14242c;\n  --mf-muted: #5b6b72;\n  --mf-blue: #287fc1;\n  --mf-blue-dark: #185e91;\n  --mf-navy: #07163d;\n  --mf-green: #103f39;\n  --mf-red: #df5948;\n  --mf-yellow: #f2c14e;\n  --mf-soft: #f4f7f6;\n  --mf-line: #dce4e1;\n  --mf-white: #fff;\n  --mf-shadow: 0 18px 50px rgba(20, 36, 44, 0.09);\n}\n\n#header .sub-menu {\n  padding: 8px;\n  border: 1px solid rgba(17, 51, 79, 0.12);\n  border-radius: 6px;\n  background: #ffffff;\n  box-shadow: 0 16px 38px rgba(17, 51, 79, 0.16);\n}\n\n#header .sub-menu .ct-menu-link {\n  min-height: 0;\n  padding: 12px 14px;\n  border-radius: 4px;\n  color: #172b38;\n}\n\n#header .sub-menu .menu-item:hover > .ct-menu-link,\n#header .sub-menu .menu-item:focus-within > .ct-menu-link,\n#header .sub-menu .current-menu-item > .ct-menu-link {\n  background: #edf4f8;\n  color: #24587b;\n}\n\nbody.page {\n  color: var(--mf-ink);\n  background: var(--mf-white);\n}\n\nbody.page .hero-section,\nbody.page #footer {\n  display: none;\n}\n\nbody.page .ct-container-full[data-vertical-spacing] {\n  --theme-content-vertical-spacing: 0;\n}\n\nbody.page .entry-content {\n  max-width: none;\n  margin: 0;\n  padding: 0;\n}\n\nbody.page .entry-content > * {\n  margin-block: 0;\n}\n\nbody.page header.ct-header {\n  position: sticky;\n  z-index: 80;\n  top: 0;\n}\n\nbody.admin-bar.page header.ct-header {\n  top: 32px;\n}\n\nbody.page .ct-header [data-row*=\"middle\"] {\n  --height: 82px;\n  background: rgba(255, 255, 255, 0.97);\n  border-bottom: 1px solid var(--mf-line);\n}\n\nbody.page .ct-header [data-id=\"menu\"] > ul > li > a {\n  color: var(--mf-ink);\n  font-size: 15px;\n  font-weight: 650;\n  letter-spacing: 0;\n  text-transform: none;\n}\n\nbody.page .ct-header [data-id=\"logo\"] .site-title a {\n  display: block;\n  width: 190px;\n  height: 48px;\n  overflow: hidden;\n  background: url(\"https:\/\/new.mailfino.com\/wp-content\/uploads\/2026\/07\/mailfino-logo.png\") center \/ contain no-repeat;\n  color: transparent;\n  font-size: 0;\n  white-space: nowrap;\n}\n\nbody.page .ct-header [data-id=\"search\"] {\n  display: none;\n}\n\n.mf-shell {\n  width: min(1240px, calc(100% - 64px));\n  margin-inline: auto;\n}\n\n.mf-page-hero {\n  position: relative;\n  width: 100vw;\n  max-width: none !important;\n  min-height: 590px;\n  margin-left: calc(50% - 50vw);\n  overflow: hidden;\n  display: flex;\n  align-items: center;\n  background-color: var(--mf-navy);\n  background-image: var(--mf-page-art);\n  background-position: right center;\n  background-repeat: no-repeat;\n  background-size: cover;\n  color: var(--mf-white);\n}\n\n.mf-page-hero::before {\n  position: absolute;\n  inset: 0;\n  background: rgba(4, 19, 58, 0.16);\n  content: \"\";\n}\n\n.mf-page-hero-inner {\n  position: relative;\n  z-index: 2;\n  width: 50%;\n  padding: 78px 0 86px;\n}\n\n.mf-kicker {\n  display: flex;\n  align-items: center;\n  gap: 12px;\n  margin: 0 0 20px;\n  color: #7ddcf0;\n  font-size: 13px;\n  font-weight: 800;\n  letter-spacing: 0;\n  text-transform: uppercase;\n}\n\n.mf-kicker::before {\n  width: 34px;\n  height: 2px;\n  background: var(--mf-yellow);\n  content: \"\";\n}\n\n.mf-page-hero h1 {\n  max-width: 690px;\n  margin: 0 0 26px;\n  color: var(--mf-white);\n  font-size: 58px;\n  line-height: 1.03;\n  letter-spacing: 0;\n}\n\n.mf-page-hero-copy {\n  max-width: 630px;\n  margin: 0;\n  color: #dbe6f6;\n  font-size: 20px;\n  line-height: 1.55;\n}\n\n.mf-cloud-hero {\n  min-height: 520px;\n  background: var(--mf-navy);\n}\n\n.mf-cloud-hero::before {\n  display: none;\n}\n\n.mf-cloud-layout {\n  position: relative;\n  z-index: 2;\n  display: grid;\n  grid-template-columns: 0.88fr 1.12fr;\n  gap: 70px;\n  align-items: center;\n  padding: 62px 0;\n}\n\n.mf-cloud-copy h1 {\n  margin: 0 0 24px;\n  color: var(--mf-white);\n  font-size: 54px;\n  line-height: 1.04;\n}\n\n.mf-cloud-copy p:not(.mf-kicker) {\n  margin: 0;\n  color: #dbe6f6;\n  font-size: 19px;\n}\n\n.mf-cloud-screen {\n  margin: 0;\n  padding: 22px;\n  border: 1px solid rgba(255, 255, 255, 0.18);\n  border-radius: 8px;\n  background: rgba(255, 255, 255, 0.06);\n}\n\n.mf-cloud-screen img {\n  display: block;\n  width: 100%;\n}\n\n.mf-cloud-proof {\n  display: grid;\n  grid-template-columns: repeat(4, 1fr);\n  border-top: 1px solid var(--mf-line);\n  border-bottom: 1px solid var(--mf-line);\n}\n\n.mf-cloud-proof div {\n  padding: 34px;\n}\n\n.mf-cloud-proof div + div {\n  border-left: 1px solid var(--mf-line);\n}\n\n.mf-cloud-proof strong {\n  display: block;\n  margin-bottom: 8px;\n  color: var(--mf-ink);\n  font-size: 18px;\n}\n\n.mf-cloud-proof span {\n  color: var(--mf-muted);\n}\n\n.mf-cloud-choice {\n  display: flex;\n  gap: 38px;\n  align-items: center;\n  justify-content: space-between;\n  padding: 34px 40px;\n  border: 1px solid var(--mf-line);\n  border-radius: 8px;\n  background: var(--mf-soft);\n}\n\n.mf-cloud-choice h2 {\n  margin: 0 0 8px;\n  font-size: 28px;\n}\n\n.mf-cloud-choice p {\n  margin: 0;\n  color: var(--mf-muted);\n}\n\n.mf-editor-hero {\n  min-height: 650px;\n  background: var(--mf-soft);\n  color: var(--mf-ink);\n}\n\n.mf-editor-hero::before {\n  display: none;\n}\n\n.mf-editor-layout {\n  position: relative;\n  z-index: 2;\n  display: grid;\n  grid-template-columns: 0.8fr 1.2fr;\n  gap: 72px;\n  align-items: center;\n  padding: 78px 0;\n}\n\n.mf-editor-copy .mf-kicker {\n  color: var(--mf-blue-dark);\n}\n\n.mf-editor-copy h1 {\n  margin: 0 0 24px;\n  color: var(--mf-ink);\n  font-size: 56px;\n  line-height: 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4px solid var(--mf-blue);\n  background: #eef5f8;\n  color: var(--mf-ink);\n}\n\n.mf-editor-note strong {\n  display: block;\n  margin-bottom: 5px;\n}\n\n.mf-editor-routes {\n  display: grid;\n  grid-template-columns: repeat(2, 1fr);\n  border: 1px solid var(--mf-line);\n  border-radius: 8px;\n  background: var(--mf-white);\n}\n\n.mf-editor-routes-three {\n  grid-template-columns: repeat(3, 1fr);\n}\n\n.mf-editor-route {\n  padding: 36px;\n}\n\n.mf-editor-route + .mf-editor-route {\n  border-left: 1px solid var(--mf-line);\n}\n\n.mf-editor-route p {\n  color: var(--mf-muted);\n}\n\n.mf-text-link {\n  color: var(--mf-blue-dark);\n  font-weight: 750;\n  text-decoration: none;\n}\n\n.mf-feature-rows {\n  border-top: 1px solid var(--mf-line);\n}\n\n.mf-feature-row {\n  display: grid;\n  grid-template-columns: 110px 0.72fr 1.28fr;\n  gap: 28px;\n  padding: 34px 0;\n  border-bottom: 1px solid var(--mf-line);\n}\n\n.mf-feature-row > span {\n  color: var(--mf-red);\n  font-size: 13px;\n  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width: 100vw;\n  max-width: none !important;\n  margin-left: calc(50% - 50vw);\n  border-bottom: 1px solid var(--mf-line);\n  background: rgba(255, 255, 255, 0.97);\n}\n\n.mf-directory-nav-inner {\n  display: flex;\n  gap: 28px;\n  overflow-x: auto;\n  padding: 18px 0;\n}\n\n.mf-directory-nav a {\n  flex: 0 0 auto;\n  color: var(--mf-ink);\n  font-size: 14px;\n  font-weight: 700;\n  text-decoration: none;\n}\n\n.mf-actions {\n  display: flex;\n  flex-wrap: wrap;\n  gap: 12px;\n  margin-top: 32px;\n}\n\n.mf-button {\n  display: inline-flex;\n  min-height: 50px;\n  align-items: center;\n  padding: 13px 20px;\n  border: 1px solid transparent;\n  border-radius: 6px;\n  background: var(--mf-red);\n  color: var(--mf-white);\n  font-weight: 750;\n  text-decoration: none;\n  transition: transform 160ms ease;\n}\n\n.mf-button:hover {\n  color: var(--mf-white);\n  transform: translateY(-2px);\n}\n\n.mf-button-secondary {\n  border-color: rgba(255, 255, 255, 0.7);\n  background: 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var(--mf-shadow);\n}\n\n.mf-checks {\n  margin: 28px 0 0;\n  padding: 0;\n  list-style: none;\n}\n\n.mf-checks li {\n  position: relative;\n  margin: 12px 0;\n  padding-left: 28px;\n  color: var(--mf-ink);\n}\n\n.mf-checks li::before {\n  position: absolute;\n  left: 0;\n  color: var(--mf-green);\n  font-weight: 900;\n  content: \"\u2713\";\n}\n\n.mf-section-dark .mf-checks li {\n  color: #e6f0ed;\n}\n\n.mf-compare {\n  width: 100%;\n  overflow: hidden;\n  border: 1px solid var(--mf-line);\n  border-radius: 8px;\n  border-collapse: separate;\n  border-spacing: 0;\n  background: var(--mf-white);\n}\n\n.mf-compare th,\n.mf-compare td {\n  padding: 20px;\n  border-right: 1px solid var(--mf-line);\n  border-bottom: 1px solid var(--mf-line);\n  text-align: left;\n  vertical-align: top;\n}\n\n.mf-compare th {\n  background: var(--mf-soft);\n  color: var(--mf-ink);\n}\n\n.mf-compare tr:last-child td,\n.mf-compare tr:last-child th {\n  border-bottom: 0;\n}\n\n.mf-compare th:last-child,\n.mf-compare td:last-child {\n  border-right: 0;\n}\n\n.mf-faq {\n  display: grid;\n  gap: 10px;\n}\n\n.mf-faq details {\n  padding: 22px 24px;\n  border: 1px solid var(--mf-line);\n  border-radius: 8px;\n  background: var(--mf-white);\n}\n\n.mf-faq summary {\n  color: var(--mf-ink);\n  font-weight: 750;\n  cursor: pointer;\n}\n\n.mf-faq p {\n  margin: 14px 0 0;\n  color: var(--mf-muted);\n}\n\n.mf-integration-groups {\n  display: grid;\n  gap: 54px;\n}\n\n.mf-integration-group h3 {\n  margin-bottom: 20px;\n  font-size: 26px;\n}\n\n.mf-integration-grid {\n  display: grid;\n  grid-template-columns: repeat(4, 1fr);\n  gap: 12px;\n}\n\n.mf-integration {\n  display: block;\n  position: relative;\n  min-height: 150px;\n  padding: 24px;\n  border: 1px solid var(--mf-line);\n  border-radius: 8px;\n  background: var(--mf-white);\n  color: inherit;\n  text-decoration: none;\n  transition: border-color 160ms ease, box-shadow 160ms ease, transform 160ms 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overflow-x: auto;\n  }\n}\n\n@media (prefers-reduced-motion: reduce) {\n  .mf-button {\n    transition: none;\n  }\n}\n\n<\/style>\n\n\n\n<section class=\"mf-page-hero mf-integration-detail-hero\"><div class=\"mf-shell\"><div class=\"mf-integration-detail-hero-layout\">\n  <div class=\"mf-page-hero-inner\">\n    <p class=\"mf-kicker\">CRM-Integration \u00b7 Dokumentiert<\/p>\n    <h1>Salesforce mit Newsletter-Marketing verbinden<\/h1>\n    <p class=\"mf-page-hero-copy\">Nutzen Sie Salesforce-Kontakte und Kampagnen als Newsletter-Zielgruppen, \u00fcbertragen Sie mailfino-Formulare in das CRM und dokumentieren Sie Versandereignisse als Aktivit\u00e4ten am Kontakt.<\/p>\n    <div class=\"mf-actions\"><a class=\"mf-button\" href=\"\/kontakt\/\">Salesforce-Integration besprechen<\/a><a class=\"mf-button mf-button-secondary\" href=\"https:\/\/docs.mailfino.de\/handbuch\/integration-salesforce\/salesforce-integration-ueberblick\/\">Dokumentation ansehen<\/a><\/div>\n  <\/div>\n  <div class=\"mf-integration-detail-brand\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/new.mailfino.com\/wp-content\/uploads\/2026\/07\/brand-salesforce.png\" alt=\"Salesforce-Logo\" width=\"320\" height=\"180\"><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"mf-section\"><div class=\"mf-shell\">\n  <div class=\"mf-section-head\"><p class=\"mf-eyebrow\">Datenfluss<\/p><h2>Salesforce-Zielgruppen in mailfino nutzen und Reaktionen zur\u00fcckf\u00fchren<\/h2><p class=\"mf-section-lead\">Die Anbindung verbindet klar definierte Objekte: Contacts und Campaigns liefern Zielgruppen; mailfino \u00fcbernimmt Formular und Versand; Tasks dokumentieren ausgew\u00e4hlte Ereignisse am Salesforce-Kontakt.<\/p><\/div>\n  <div class=\"mf-integration-flow\" role=\"img\" aria-label=\"Datenfluss von Salesforce zu mailfino und als Aktivit\u00e4ten zur\u00fcck zu Salesforce\">\n    <div class=\"mf-integration-flow-node\"><span>1<\/span><strong>Salesforce<\/strong><small>Contacts und Campaigns<\/small><\/div>\n    <div class=\"mf-integration-flow-arrow\" aria-hidden=\"true\">\u2192<\/div>\n    <div class=\"mf-integration-flow-node\"><span>2<\/span><strong>mailfino<\/strong><small>Listen, Formulare und Newsletter-Versand<\/small><\/div>\n    <div class=\"mf-integration-flow-arrow\" aria-hidden=\"true\">\u2192<\/div>\n    <div class=\"mf-integration-flow-node\"><span>3<\/span><strong>Salesforce<\/strong><small>Contacts, Campaign Members und Tasks<\/small><\/div>\n  <\/div>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section mf-section-soft\"><div class=\"mf-shell\">\n  <div class=\"mf-section-head\"><p class=\"mf-eyebrow\">Dokumentierter Funktionsumfang<\/p><h2>Kontakte, Kampagnen, Formulare und Aktivit\u00e4ten<\/h2><\/div>\n  <div class=\"mf-grid-3\">\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">CONTACTS<\/span><h3>Kontakte importieren<\/h3><p>Alle erreichbaren Salesforce Contacts mit verwendbarer E-Mail-Adresse k\u00f6nnen in eine mailfino-Empf\u00e4ngerliste \u00fcbernommen werden.<\/p><\/article>\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">CAMPAIGNS<\/span><h3>Kampagnen als Quelle nutzen<\/h3><p>Salesforce Campaigns k\u00f6nnen als gezielte Importquelle dienen und unterschiedlichen mailfino-Listen zugeordnet werden.<\/p><\/article>\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">FORMULARE<\/span><h3>Contacts pflegen<\/h3><p>Formular\u00fcbermittlungen lassen sich mit definierter Feldzuordnung an Salesforce \u00fcbergeben und optional einer Kampagne hinzuf\u00fcgen.<\/p><\/article>\n  <\/div>\n  <div class=\"mf-grid-3\">\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">FELDER<\/span><h3>Standard- und Custom Fields zuordnen<\/h3><p>mailfino l\u00e4dt beschreibbare Contact-Felder aus der Salesforce-Organisation. Formularspezifische Zuordnungen k\u00f6nnen globale Vorgaben \u00fcberschreiben.<\/p><\/article>\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">TASKS<\/span><h3>Versandereignisse speichern<\/h3><p>Zustellungen, Fehler, Abmeldungen und Beschwerden k\u00f6nnen als Salesforce Task am verkn\u00fcpften Contact dokumentiert werden.<\/p><\/article>\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">SYNC<\/span><h3>Kontakte erneut abgleichen<\/h3><p>Salesforce Contact-ID und E-Mail-Adresse helfen bei der Zuordnung. Aktivierte Importe werden automatisch synchronisiert und k\u00f6nnen manuell gestartet werden.<\/p><\/article>\n  <\/div>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section\"><div class=\"mf-shell\">\n  <div class=\"mf-section-head\"><p class=\"mf-eyebrow\">Typische Arbeitsabl\u00e4ufe<\/p><h2>Salesforce und mailfino im praktischen Zusammenspiel<\/h2><\/div>\n  <div class=\"mf-grid-3\">\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">01<\/span><h3>Newsletter an Campaign Members<\/h3><p>Eine Salesforce-Kampagne b\u00fcndelt die Zielgruppe. mailfino \u00fcbernimmt deren Contacts in eine Versandliste und h\u00e4lt die Verkn\u00fcpfung zum CRM-Kontakt.<\/p><\/article>\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">02<\/span><h3>Lead- oder Interessenformular<\/h3><p>Ein Formular aktualisiert einen bestehenden Contact oder \u00fcbergibt einen neuen Datensatz. Themen-Checkboxen k\u00f6nnen zus\u00e4tzliche Campaign Memberships ausl\u00f6sen.<\/p><\/article>\n    <article class=\"mf-card\"><span class=\"mf-card-mark\">03<\/span><h3>Newsletter-Aktivit\u00e4t am Kontakt<\/h3><p>Ausgew\u00e4hlte Versandresultate erscheinen als Tasks am passenden Contact, damit Vertrieb oder Service den dokumentierten Kommunikationsverlauf einsehen k\u00f6nnen.<\/p><\/article>\n  <\/div>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section mf-section-dark\"><div class=\"mf-shell mf-split\">\n  <div><p class=\"mf-eyebrow\">Voraussetzungen und Einrichtung<\/p><h2>OAuth-Zugriff \u00fcber eine externe Salesforce Client-Anwendung<\/h2><p class=\"mf-section-lead\">Salesforce ben\u00f6tigt eine externe Client-Anwendung mit API- und Refresh-Token-Zugriff. Der verbundene Benutzer bestimmt, welche Contacts, Campaigns, Felder und Tasks mailfino verwenden darf.<\/p><\/div>\n  <ol class=\"mf-checks\">\n    <li>Externe Client-Anwendung mit Authorization Code und PKCE vorbereiten<\/li>\n    <li>Scopes \u201eapi\u201c sowie \u201erefresh_token\/offline_access\u201c freigeben<\/li>\n    <li>Exakte mailfino-Callback-URL hinterlegen<\/li>\n    <li>Salesforce in mailfino anmelden und Verbindung pr\u00fcfen<\/li>\n    <li>Importquellen, Feldzuordnung, Formulare und Aktivit\u00e4ten konfigurieren<\/li>\n  <\/ol>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section\"><div class=\"mf-shell mf-split\">\n  <div><p class=\"mf-eyebrow\">Cloud und Self-Hosting<\/p><h2>Die Callback-URL folgt Ihrer mailfino-Installation<\/h2><p class=\"mf-section-lead\">In der mailfino Cloud wird die dokumentierte Callback-URL von app.mailfino.de verwendet. Bei Self-Hosting muss Salesforce auf die \u00f6ffentlich erreichbare Adresse Ihrer eigenen Installation zur\u00fcckleiten k\u00f6nnen.<\/p><\/div>\n  <ul class=\"mf-checks\">\n    <li>Client-ID und Client-Secret geh\u00f6ren in die gesch\u00fctzte Server-Konfiguration<\/li>\n    <li>Ein Refresh Token ist f\u00fcr den dauerhaften Zugriff erforderlich<\/li>\n    <li>Der Salesforce-Benutzer sollte nur die ben\u00f6tigten Objekte und Aktionen freigeben<\/li>\n    <li>Der Scope \u201eFull access\u201c ist f\u00fcr die dokumentierte Anbindung nicht erforderlich<\/li>\n  <\/ul>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section mf-section-soft\"><div class=\"mf-shell mf-split\">\n  <div><p class=\"mf-eyebrow\">Grenzen und Einwilligung<\/p><h2>CRM-Aktivit\u00e4ten dokumentieren, Versandberechtigung separat steuern<\/h2><p class=\"mf-section-lead\">Eine Salesforce-Aktivit\u00e4t zeigt ein Versandereignis, ersetzt aber weder die mailfino-Sperrliste noch die fachliche Pr\u00fcfung einer Einwilligung.<\/p><\/div>\n  <ul class=\"mf-checks\">\n    <li>Es findet keine pauschale Vollsynchronisation s\u00e4mtlicher Salesforce-Daten statt<\/li>\n    <li>Campaigns ben\u00f6tigen Leserechte; je nach Organisation kann \u201eMarketing User\u201c erforderlich sein<\/li>\n    <li>Tasks k\u00f6nnen nur f\u00fcr zuvor verkn\u00fcpfte Contacts geschrieben werden<\/li>\n    <li>Pflichtfelder, nicht beschreibbare Felder oder gel\u00f6schte Kampagnen k\u00f6nnen Formular\u00fcbergaben stoppen<\/li>\n    <li>Double Opt-in, Abmeldungen und Versandberechtigungen bleiben im Newsletter-Prozess zu verwalten<\/li>\n  <\/ul>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section\"><div class=\"mf-shell\"><div class=\"mf-section-head\"><p class=\"mf-eyebrow\">FAQ<\/p><h2>Fragen zur Salesforce Newsletter-Integration<\/h2><\/div>\n  <div class=\"mf-faq\">\n    <details><summary>Kann mailfino alle Salesforce Contacts importieren?<\/summary><p>Ja, sofern sie f\u00fcr den verbundenen Benutzer erreichbar sind und eine verwendbare E-Mail-Adresse besitzen. Alternativ kann eine Salesforce Campaign als Quelle dienen.<\/p><\/details>\n    <details><summary>Kann eine Salesforce Campaign eine Newsletter-Zielgruppe bilden?<\/summary><p>Ja. Sichtbare Kampagnen k\u00f6nnen als Importquelle gew\u00e4hlt und einer mailfino-Empf\u00e4ngerliste zugeordnet werden.<\/p><\/details>\n    <details><summary>Unterst\u00fctzt die Feldzuordnung eigene Salesforce-Felder?<\/summary><p>mailfino l\u00e4dt die beschreibbaren Contact-Felder der Organisation. Damit k\u00f6nnen auch Custom Fields angeboten werden, sofern der verbundene Benutzer sie sehen und schreiben darf.<\/p><\/details>\n    <details><summary>Wie werden Formulardaten an Salesforce \u00fcbergeben?<\/summary><p>Formularfelder werden Contact-Feldern zugeordnet. Themen-Checkboxen k\u00f6nnen einen Contact zus\u00e4tzlich als Campaign Member in ausgew\u00e4hlte Kampagnen aufnehmen.<\/p><\/details>\n    <details><summary>Welche Versandereignisse k\u00f6nnen als Aktivit\u00e4ten erscheinen?<\/summary><p>Dokumentiert sind erfolgreiche und fehlgeschlagene Zustellungen, Abmeldungen und Spam-Beschwerden. Die Speicherung erfolgt als Salesforce Task am Contact.<\/p><\/details>\n    <details><summary>Warum braucht die Integration einen Refresh Token?<\/summary><p>Er erlaubt mailfino, den Salesforce-Zugriff nach Ablauf einer Session zu erneuern. Ohne den Scope \u201erefresh_token\/offline_access\u201c ist daf\u00fcr eine erneute Anmeldung n\u00f6tig.<\/p><\/details>\n    <details><summary>Was geschieht bei einer fehlgeschlagenen Formular\u00fcbergabe?<\/summary><p>mailfino zeigt die \u00dcbergabe im Bereich \u201eProbleme\u201c. Nach Korrektur von Daten, Feldrechten oder Kampagnenzugriff kann sie erneut verarbeitet werden.<\/p><\/details>\n  <\/div>\n<\/div><\/section>\n\n\n\n<section class=\"mf-section mf-final\"><div class=\"mf-shell\"><div class=\"mf-section-head\"><p class=\"mf-eyebrow\">Salesforce-Prozess abstimmen<\/p><h2>Welche Contacts, Campaigns und Aktivit\u00e4ten sollen verbunden werden?<\/h2><p class=\"mf-section-lead\">Definieren Sie den ben\u00f6tigten Datenfluss und die minimalen Berechtigungen, bevor die Salesforce-Anbindung produktiv eingesetzt wird.<\/p><\/div><div class=\"mf-actions\"><a class=\"mf-button\" href=\"\/kontakt\/\">Integration besprechen<\/a><a class=\"mf-button mf-button-secondary\" href=\"https:\/\/docs.mailfino.de\/handbuch\/integration-salesforce\/salesforce-integration-ueberblick\/\">Technische Dokumentation<\/a><a class=\"mf-button mf-button-secondary\" href=\"\/integrationen\/\">Alle Integrationen<\/a><\/div><\/div><\/section>\n\n","protected":false},"excerpt":{"rendered":"<p>CRM-Integration \u00b7 Dokumentiert Salesforce mit Newsletter-Marketing verbinden Nutzen Sie Salesforce-Kontakte und Kampagnen als Newsletter-Zielgruppen, \u00fcbertragen Sie mailfino-Formulare in das CRM und dokumentieren Sie Versandereignisse als Aktivit\u00e4ten am Kontakt. Salesforce-Integration besprechenDokumentation ansehen Datenfluss Salesforce-Zielgruppen in mailfino nutzen und Reaktionen zur\u00fcckf\u00fchren Die Anbindung verbindet klar definierte Objekte: Contacts und Campaigns liefern Zielgruppen; mailfino \u00fcbernimmt Formular und Versand; [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":37,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-119","page","type-page","status-publish","hentry"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/pages\/119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/comments?post=119"}],"version-history":[{"count":4,"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/pages\/119\/revisions"}],"predecessor-version":[{"id":280,"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/pages\/119\/revisions\/280"}],"up":[{"embeddable":true,"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/pages\/37"}],"wp:attachment":[{"href":"https:\/\/new.mailfino.com\/en\/wp-json\/wp\/v2\/media?parent=119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}