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How-to Guide: How to Integrate Salesforce with Your Constant Contact Account (Professional and Group Editions)

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Sometimes we can assemble a piece of furniture without reading the manual. Sometimes it creates a big mess.

This guide is your manual for installing Salesforce for Constant Contact. We recommend you follow these steps to upload your contacts. Maximize the benefits of using Constant Contact for Salesforce -- without creating a mess.

Within seven steps you will:

  • Upload your contacts
  • Include email marketing campaign history
  • Set the Email Opt-out field for contacts
  • Add the Upload to Constant Contact button to get more leads
  • Add Campaign History for Leads
  • Set the Email Opt-out for Leads

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