The Brevo plugin for Salesforce lets you set up an effective email marketing strategy directly from Salesforce:

• Match your Brevo contact lists and details with Salesforce fields
• Add your Salesforce contacts and leads to a Brevo list
• Import your Brevo contacts as Salesforce leads
• Create newsletters directly from Salesforce and/or from Brevo using a highly powerful and intuitive newsletter builder
• View the advanced statistics for your campaigns and contacts on your Salesforce account.

Advanced configuration

Time zone

Brevo application has two way synchronization process and, if you want your data stay always relevant, you will need to setup up the same time zone for both SalesForce and Brevo. You can do it either via Brevo personal account Default Settings or as SalesForce's Administrator user via Company Profile – Company Information (Default Time Zone).

Permission Set

Together with functionality Brevo application brings a permission set (Brevo User) with preconfigured permissions and visibilities to its own custom objects, fields, classes and visualforce pages.

SalesForce's Administrator can assign (Manage Users – Users – Permission Set Assignments) this permission set to SalesForce's users who will work with SensinBlue application or clone this permission set (Manage Users – Permission Sets – Clone Brevo User) to new one.

 Also SalesForce's Administrator will need to set manual Read Object Permissions for specified objects:

• Brevo Campaigns Lists
• Brevo Individuals Statistic
• Brevo Links Statistics

This step will prevent users from manually creating/editing/deleting objects which were designed to keep Brevo statistics information for particular use.

1. Create new permission set or clone Brevo User permission set, then go to edit mode and there you will find Object Settings block.
2. Set object permission to Read for:
   • Brevo Campaigns Lists
   • Brevo Individuals Statistics
   • Brevo Links Statistics
3. Brevo application uses standard SalesForce Campaign, Contact and Lead objects, so check if the user has permission to these objects. SalesForce's Administrator can configure permission by editing Object Settings for permission set.
4. Go back to Permission Set Overview and head to Assigned App.
5. Move Brevo application to Enabled section.
6. Save and Assign this permission set to the user as it was mentioned above or via Manage Assignments.

Enable Translation

1. Go to Translation Settings page (Translation Workbench – Translation Settings) and Enable it.
2. In edit mode activate English translation for chosen users:
3. You will have nice labels for English picklists. Translations for other languages SalesForce's Administrator have to add separately.

Access to the standard Salesforce Campaigns

Users with Marketing User right has access to the standard SalesForce Campaigns, so SalesForce's Administrator have to check Users’ settings (Manage Users – User) for Marketing User parameter if users don’t have access to campaigns.

Update page layouts

Brevo application includes predefined layouts for all objects this app works with. SalesForce's Administrator will need to assign these layouts or configure his own to use all SB functionality.

Lead Page layout

SalesForce's Administrator will need to update the SalesForce Lead page layout to display important details (Brevo subscriber statistics, individual statistics per campaign, assignment to lists). It’s possible to do via Customize – Leads – Page Layouts – Page Layout Assignment (Brevo Lead Layout).

Assign a predefined layout to chosen profiles via Customize – Leads – Page Layouts – Edit/Create Layout.

Edit old layout or create a new one:

1. Menu of fields will appear on top. Drag needed fields or some of them into any place on the Lead layout below. We recommend placing them into separate section so these details stay together. There is a list of Brevo fields you can operate with:
   

   Brevo ID Сreated in Brevo Blocklisted Sent Openings

   Clicks Complaints Unsubscribes Soft Bounced Hard Bounced

2. To adjust the properties of each field you will need to use “wrench” that appears directly in the field line. All fields should be defined with “Read Only” property except for Blocklisted, because they are fetched from Brevo service and serve as statistic data.
3. After finish with fields’ settings you will need to go to the menu of Buttons where, in the same way, you will drag the button “Assign to Brevo Lists” to Custom Buttons section. Only using this button SalesForce's user will be able to assign a Lead to Brevo Lists.
4. Next step is adding Related Lists. Click the Related Lists in the menu and drag “Brevo Campaign Statistic” and “Brevo Lists” down.
5. Now that those lists are in place, each Related List view can be configured by clicking “wrench” icon at the top of Related List.
6. Move columns to Selected Fields block
7. Right in this window move to Buttons block and deselect “New” button, because SalesForce's users will not be able to create/edit records manually and save changes.
8. Repeat the same steps for next Related List to match the screenshots below
9. At top click Save to apply all changes.

10. If you are prompted with any “save changes” message, click Yes.

Lead Search Layout

One of the handy functionality in Brevo application that SalesForce's user can assign Leads to Brevo's Lists directly from List View. To give this option to the user Salesforce Administrator has to change Lead Search Layout via Customize – Leads – Search Layouts.

1. Push Edit next to Leads List View and add “Brevo Assignment” to Selected Buttons block.
2. Save changes.

Contact Page layout

SalesForce's Administrator will need to update the SalesForce Contact page layout to display important details (Brevo subscriber statistics, individual statistics per campaign, assignment to lists). It’s possible to do via Customize – Contacts – Page Layouts – Page Layout Assignment (Brevo Contact Layout).

Assign a predefined layout to chosen profiles via Customize – Contacts – Page Layouts – Edit/Create Layout.

Edit old layout or create a new one:

1. Menu of fields will appear on top. Drag needed fields or some of them into any place on the Contact layout below. We recommend placing them into separate section so these details stay together. There is a list of Brevo fields you can operate with:
   

   Brevo ID Сreated in Brevo Blocklisted Sent Openings

   Clicks Complaints Unsubscribes Soft Bounced Hard Bounced

2. To adjust the properties of each field you will need to use “wrench” that appears directly in the field line. All fields should be defined with “Read Only” property except for Blocklisted, because they are fetched from Brevo service and serve as statistic data.
3. After finish with fields’ settings you will need to go to the menu of Buttons where, in the same way, you will drag the button “Assign to Brevo Lists” to Custom Buttons section. Only using this button SalesForce user will be able to assign a Contact to Brevo Lists.
4. Next step is adding Related Lists. Click the Related Lists in the menu and drag “Brevo Campaign Statistics” and “Brevo Lists” down.
5. Now that those lists are in place, each Related List view can be configured by clicking “wrench” icon at the top of Related List.
6. Move columns to Selected Fields block
7. Right in this window move to Buttons block and deselect “New” button, because SalesForce's users will not be able to create/edit records manually and save the changes.
8. Repeat same steps for next Related List to match the screenshots below
9. On top click Save to apply all changes.
10. If you are prompted with any “save changes” message, click Yes.

Contact Search Layout

One of the handy functionality in Brevo application that SalesForce user can assign Contacts to Brevo's Lists directly from List View. To give this option to user Salesforce Administrator have to change Contact Search Layout via Customize – Contacts – Search Layouts.

1. Push Edit next to Contacts List View and add “Brevo Assignment” to Selected Buttons block.
2. Save changes.

Campaign Page Layout

Brevo application works with standard SalesForce Campaigns with extended statistic fields. There is also predefined layout from Brevo application which user can freely use or SalesForce's Administrator can create his own. Update Campaign layout is possible via Customize – Campaigns – Page Layouts – Page Layout Assignment (Brevo Campaign Layout).

Assign a predefined layout to chosen profiles via Customize – Campaigns – Page Layouts – Edit/Create Layout.

Edit old layout or create a new one:

1. Menu of fields will appear on top. Drag needed fields or some of them into any place on the Campaign layout below. We recommend placing them into separate section so these details stay together. There is a list of Brevo fields you can operate with:
   

   Brevo ID Synchronization frequency Subject Brevo Campaign Type Brevo Campaign Status Sent Delivered Remaining Openers Viewed Clickers

   Clicked Created in Brevo Synchronized Date Modified Date Scheduled Date Mirror Click Complaints Unsubscribed Hard Bounced Soft Bounced

2.  To adjust the properties of each field you will need to use “wrench” that appears directly in the field line. All fields should be defined with “Read Only” property except for Synchronization frequency, because they are fetched from Brevo service and serve as statistic data. For Synchronization frequency field we recommend to use required property.
3. After finishing with fields’ settings you will need to go to the menu of Buttons where, in the same way, you will drag the buttons “Create in Brevo”, “Campaign Preview”, “Brevo Statistic”, “Sync now” to Custom Buttons section. Using only these buttons SF user will be able to work with Brevo service.
4. Next step is adding Related Lists. Click the Related Lists in the menu and drag “Brevo Campaign Statistics Per User”, “Brevo Lists” and “Brevo Links Statistics”down.
5. Now that those lists are in place, each Related List view can be configured by clicking “wrench” icon on top of Related List.
6. Move columns to Selected Fields block
7. Right in this window move to Buttons block and deselect “New” button, because SalesForce users will not be able to create/edit records manually and save changes.
8. Repeat same steps for next Related Lists to match the screenshots below
9. On top click Save to apply all changes.
10. If you are prompted with any “save changes” message, click Yes.

Access to Reports and Dashboards

Brevo application includes some predefined reposts and dashboards. SalesForce Administrator will need share Brevo folders with other users.

1. Click the “Pin” icon – Share option.
2. Share with users.

Manage your campaigns

Create a Brevo campaign from Salesforce

1. In the Campaigns tab, click New to create a new campaign
2. Name your new campaign
3. Click Save
   
4. Click Create in Brevo to design your campaign
   
5. In the pop-in that appears, enter the campaign details
6. Click Next
7. In step 2 of your campaign creation, the default editor is HTML editor. To use Brevo's responsive design builder, click Restart
   

Preview your campaign

1. Click Campaign Preview
2. A pop-in opens up to show you what your campaign will look like on a PC or mobile
   

View your campaign statistics

The statistics for your email campaigns sent by Brevo can be viewed directly in Salesforce. You have are several options for this:

• On the main page of your Salesforce campaign, you'll find:
  • the campaign's overall statistics
  • the statistics for each list
  • the statistics per user
  • the link statistics
    

• When you click Brevo Statistics, a pop-in opens up and you are able to view a detailed Brevo campaign report
  

Data is refreshed according to the frequency you selected from the drop-down menu when you created your campaign. You can also manually refresh statistics by clicking Sync Now.

Importing campaigns from Brevo

From Salesforce, you can import campaigns created in Brevo over the previous two weeks:

1. Go to the Brevo settings tab
2. Click Campaign Configuration
   
3. Select the type of campaign and status
4. Click Find to see all of the Brevo email campaigns that match the specific criteria
   

Campaigns with a red cross are all the campaigns that have not been imported in Salesforce. You can import them by selecting them and clicking Import Selected Campaigns.

Similarly, for campaigns that have already been imported, you can also synchronize data by selecting each campaign and clicking Sync Selected Campaigns.

Manage your lists and contacts

Manage your contacts

When a contact is added to a Brevo list in the "SF" folder (default plugin folder), it will automatically be added to Salesforce according to the timing of synchronization that you defined in the global settings, and vice versa if the contact is added to the list from Salesforce. When contacts are added to Salesforce, they are treated as Contacts by default. For your contacts to be automatically added as leads, don't forget to check the option under Salesforce in your list settings.

Tip: differentiate leads and contacts according to Salesforce

• Lead: an individual with whom you may be able to have a business relationship, but one that is not yet qualified. You're not sure that you'll sell them a product one day.
• Contact: an individual with whom you already have a business relationship, someone who has already been qualified. This person has already purchased a product in the past.

Create a new list

The Brevo plugin for Salesforce enables you to manage your Brevo lists directly from Salesforce.

1. To create a new list, go to the Brevo Lists tab
2. Click New
3. Name your list
4. Define the timing of Salesforce/Brevo synchronization for this list
5. Define if this list must generate leads in Salesforce during the synchronization with Brevo by checking or not checking the Create leads box. When the the list is created under Salesforce, the list will also automatically be created in your Brevo account, in the folder containing the dedicated lists for Salesforce "SF".

Once synchronization has taken place, you'll be able to see for each list:

• The Brevo username
• The date of the last synchronization
• Statistics such as the number of contacts in the list, the number of unsubscribers as well as the open and click rate

Import lists from Brevo

As with campaigns, you can import your Brevo lists already in the "SF" folder:

1. To import your Brevo lists, go to the Brevo Configuration tab
2. Click Lists Configuration

All of the Brevo lists available in the "SF" folder will be displayed.

Lists with a red cross are the lists that have not been imported into Salesforce: You can import them by selecting them and clicking Import Selected Lists.

Similarly, for lists that have already been imported, you can synchronize data by selecting each list and clicking Sync Selected Lists.

Brevo reports

The Brevo Report tab allows you to access the statistics for all of your Brevo campaigns. Select the time period for which you would like to access statistics and they will be automatically displayed.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.