Salesforce Integration
Learn how to implement the Salesforce Connector V2 and connect Engaging Networks to Salesforce Instances. This is a reference course for implementors and does not offer accreditation status.
How Long Will It Take Me To Complete This Course?
The total training time for this course is circa: 1.5 hours
Course curriculum
Course Introduction
Salesforce Connector (V2) Overview
Installing The Engaging Networks Connector App
Contact Mapping
Transaction Mappings
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
Salesforce Connector Survey