Platform

Platform

Learn how to customize Engagio's admin-platform settings!

About this course

After completing this course, you'll know how to:

  • Customize & push Engagio data into custom Salesforce fields for better account visibility
  • Control what engagement & activities from Engagio should be logged automatically into Salesforce 
  • Configure privacy settings for which users' communication history should be visible or private

Curriculum

  • SFDC Custom Fields
  • Activity Logging
  • Email Auto-Locking

About this course

After completing this course, you'll know how to:

  • Customize & push Engagio data into custom Salesforce fields for better account visibility
  • Control what engagement & activities from Engagio should be logged automatically into Salesforce 
  • Configure privacy settings for which users' communication history should be visible or private

Curriculum

  • SFDC Custom Fields
  • Activity Logging
  • Email Auto-Locking