Designed for NPSP and customizable for other Salesforce editions

In this course you’ll learn how to use the the Salesforce Connector (V2). This connector allows for quicker and simpler implementation of syncing data between Engaging Networks and Salesforce, without losing the flexibility to tailor the sync according to your organization’s specific Salesforce instance.

The new connector allows for quicker and simpler implementation, without losing the flexibility to tailor according to your organization’s specific Salesforce instance.

How Long Will It Take Me To Complete This Course?

The total training time for this course is circa: 1.5 hours


Course curriculum

  • 1

    Introduction

    • Course Introduction
  • 2

    Overview & Installation

    • Salesforce Connector (V2) Overview

    • Installing The Engaging Networks Connector App
  • 3

    Engaging Networks

    • Contact Mapping

    • Transaction Mappings
  • 4

    Engaging Networks Connector App

    • Control Panel

    • Campaign Linking

    • How Transactions Flow To Salesforce

    • Engaging Networks Staging Records

    • Mapping Rules

    • Mapping Rules- Non Profit Success Pack Templates

    • Mapping Rules- Custom Objects & Custom Mapping

    • Mapping Rules- Scheduled Jobs

    • Logging
  • 5

    Course Feedback

    • Salesforce Connector Survey