Quarra Salesforce Account Engagement Configuration

Overview

Quarra (both Quarra Italia and Quarra Stone) uses Salesforce with the Account Engagement add-on (formerly Pardot) for marketing email sends. This article documents the configuration approach and workflow established for the Salone di Milano campaign, which serves as the baseline pattern for future Quarra email campaigns.

The key insight from setup: Quarra's Salesforce instance does not contain their full contact universe — only active leads and opportunities had been entered. Bulk contact uploads via spreadsheet are the practical path to bridging that gap for campaign sends.

See the originating meeting: ^[1].

Platform

Salesforce Account Engagement is Quarra's marketing email platform, connected directly to their Salesforce CRM. It enables:

• Sending to segmented contact/lead lists pulled from Salesforce
• Tracking engagement metrics (opens, clicks, etc.) per contact
• Maintaining a unified record of marketing activity alongside sales data

Contact List Management

Current State

As of April 2026, Quarra's Salesforce instance contains only active leads and opportunities — not their full contact database. Quarra is in the process of migrating older contacts into Salesforce as leads, but this is ongoing.

Spreadsheet Upload Workflow

For campaigns where the full contact universe is needed, the established workflow is:

1. Quarra provides a spreadsheet of contacts (name, email address at minimum)
2. Asymmetric uploads the spreadsheet directly into Salesforce — Quarra does not need to hand-enter records
3. Contacts are then available for Account Engagement campaign sends

This bypasses the bottleneck of manual Salesforce data entry on Quarra's side.

LinkedIn Contacts

Federica Manca noted ~3,100 LinkedIn connections as a potential contact source. These can be included in campaign sends if exported to a spreadsheet with email addresses. The team should clarify on a per-campaign basis whether LinkedIn-sourced contacts should be:

• Uploaded to Salesforce as leads (permanent addition), or
• Used for mailing only (one-time send without CRM import)

Quarra indicated a preference for mailing-only for the initial Salone di Milano send, pending a broader data migration strategy.

Salone di Milano Campaign — Reference Configuration

Content Requirements (from Quarra)

• Booth/exhibition location and hours for Quarra Italia and Quarra Stone
• Details on the hand sculptor's presentation (requested by Lombardia region)
• Images of the sculptor and/or pieces
• Event dates: Salone di Milano opens April 20, 2026

Sender Address

The info@ alias was chosen (rather than a personal address) for broadcast email sends. This is the preferred default for Quarra campaign sends unless otherwise specified.

Roles & Contacts

Open Questions / Decisions Needed

• LinkedIn contacts — Salesforce import or mailing-only? Quarra should specify per campaign. A standing decision would simplify future sends.
• Full contact migration timeline: Quarra is actively migrating older contacts into Salesforce as leads. Once complete, spreadsheet uploads should be less necessary.
• Suppression / unsubscribe handling: Not discussed; should be confirmed before large sends (especially the ~3,100 LinkedIn list).

Related

• ^[2]
• ^[1]
• ^[3]