Install AI Email Packages in Salesforce

  • Updated on Aug 1, 2025
  • Published on Jun 27, 2025
  • 2 minute(s) read
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To start the integration between AI Email (AIE) and Salesforce, you will need to:

  • Install the first Salesforce package to add 2 custom fields. These fields support the import and enrollment of Salesforce leads to a email campaign.

  • Install the second Salesforce package to add 4 additional custom fields. These fields support sending the AIE campaign name, creator and status back to Salesforce leads and contacts objects.

Requirements

  • A 6sense AIE subscription with full admin permissions.

  • A Salesforce account with admin permissions.

  • A Salesforce edition with API access, such as Enterprise or Unlimited edition. – There are 3 editions without API access:

    • Contact edition.

    • Group edition.

    • Professional edition – you can buy API access as an add-on with this edition.

Note: If you’re setting up Salesforce Sandbox, please follow the setup steps from the Salesforce Sandbox tab instead.

1st package installation steps

  1. Go to AIE -> Integrations -> Salesforce and click Install Package. This package will add 2 custom fields to Salesforce Leads/Contacts:

    1. 6sense Conversational Email Status: sw01_status__c

    2. 6sense Conversational Email Last Synced time: sw01_last_synced_at__c

  2. You can also install the first package through a direct link here

  3. If you are not already logged into Salesforce, you will be prompted to log in.

  4. Choose the user roles you would like to install the fields for, we recommend selecting “Install for All Users.”

  5. Click Install to complete.

  6. Set Visibility Layout for the new fields (optional): To see the new fields in your leads or contacts, you might have added the new fields to your Leads or Contacts Layout.

    1. Go to Salesforce Setup -> Lead -> Page Layout.

    2. Search for 6sense AIE fields.

    3. Drag and drop the fields to the layout.

    4. Select Save.

2nd package installation steps

  1. Install the second package through a direct link here. This package will add 4 custom fields to Salesforce Leads/Contacts:

    1. 6sense Conversational Email Campaign Name: sw01_campaign_name__c

    2. 6sense Conversational Email Campaign Status: sw01_campaign_status__c

    3. 6sense Conversational Email Campaign Creator: sw01_campaign_creator_c

    4. 6sense Conversational Email Campaign URL: sw01_campaign_url_c

  2. If you are not already logged into Salesforce, you will be prompted to log in.

  3. Choose the user roles you would like to install the fields for, we recommend selecting “Install for All Users.”

  4. Click Install to complete.

  5. Set Visibility Layout for the new fields (optional): To see the new fields in your leads or contacts, you might have to add the new fields to your Leads or Contacts Layout.

    1. Go to Salesforce Setup -> Lead -> Page Layout.

    2. Search for AIE fields.

    3. Drag and drop the fields to the layout.

    4. Select Save.

After installing 2 packages and adding them to the Lead or Contact layout, you will see these fields in each lead and contact.

Now you can start to enroll these leads automatically to AIE through Salesforce report and see these fields updated from AIE.

Best practices

We recommend switching on the field history tracking feature in Salesforce for both the lead and contact objects to help ensure accountability for changes to the AIE Status field.

Learn more about setting up field history tracking and viewing field history (via Salesforce).

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