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 (Version 2)
-
-
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...
Need More Help?Contact Support