Salesforce Connector Overview (Version 2) New Salesforce Connector The new Salesforce Connector (Version 2) launched in Release 3.58 in June 2020. The new connector allows...
Salesforce Connector Version 2 – Guide: Setting Up To install the Salesforce connector for the first time, please follow these steps: In Salesforce: Install the Engaging Networks Connector...
Salesforce Connector Version 2 – Install the Engaging Networks Connector App Installation the Engaging Networks Connector App Be sure that the Salesforce org has My Domain set and activated. This is...
Salesforce Connector Version 2 – Control Panel To open the Control Panel, using the Apps menu, locate the Engaging Networks Connector App. The control panel provides quick...
Salesforce Connector Version 2 – Authenticate Engaging Networks with the Salesforce account License On the Data & Reports navigation and under the Integration sub menu, should be the option Salesforce. If it...
Salesforce Connector Version 2 – Contact Mapping Using Contact Mapping Once configured, you will select which fields to sync from Supporter to Contact through the Contact Mapping...
Salesforce Connector Version 2 – Transaction Mapping Outside of Contact syncing, another key process of this integration is how to represent supporters’ actions from Engaging Networks inside...
Salesforce Connector Version 2 – Sync Settings The settings area, inside Engaging Networks, offers configuration options for the push and pull operations. When contact data comes from...
Salesforce Connector Version 2 – Additional setup items and considerations To help in the management of the Engaging Networks <> Salesforce integration, it is recommended that the following be actioned....
Salesforce Connector Version 2 – Campaign Linking To roll up Advocacy or Email responses to Campaign Members, set the respective Salesforce Campaign when building pages and emails...