Connect Salesforce

Connect Salesforce

Steps on how to integrate Salesforce with Engagio

About this course

The very first step of getting started with Engagio is integrating your SFDC Instance. This course will outline step-by-step instructions and tasks that you need to complete in order for Engagio to start pulling your data together, giving you the insights you need. This is the foundation of setting up your data!

Curriculum

  • Step 1: Add SFDC AppExchange Package
  • Step 2. Obtain Your SFDC Credentials
  • Step 3: Connect SFDC & Engagio
  • Step 4: Add Engagio Fields to SFDC Layouts
  • Step 5: Add Engagio Native Charts to SFDC
  • Step 6: Add Engagio as a tab in Salesforce

About this course

The very first step of getting started with Engagio is integrating your SFDC Instance. This course will outline step-by-step instructions and tasks that you need to complete in order for Engagio to start pulling your data together, giving you the insights you need. This is the foundation of setting up your data!

Curriculum

  • Step 1: Add SFDC AppExchange Package
  • Step 2. Obtain Your SFDC Credentials
  • Step 3: Connect SFDC & Engagio
  • Step 4: Add Engagio Fields to SFDC Layouts
  • Step 5: Add Engagio Native Charts to SFDC
  • Step 6: Add Engagio as a tab in Salesforce