SFDC Custom Fields 1 min
Activity Logging 2 min
- Email Setup and Settings
Individual Email Setup 1 min
Bulk Email Setup 1 min
Privacy Settings 4 min
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Learn how to customize Engagio's admin platform settings.
What You’ll Learn:
- Customize and push Engagio data into custom Salesforce fields for better account visibility
- Control what engagement and activities should be logged automatically into Salesforce
- Set up emails to sync to the Unified Account Inbox individually, or with an Email Service Account
- Configure privacy settings for which users’ communication should be visible and which should be private
Who Should Take This Course:
This course is designed for Engagio administrators who are looking to better customize their Engagio instance to fit the specific needs of their company.
5 short video tutorials and roughly 11 mins.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:
- Salesforce Custom Fields
- Activity Logging in Salesforce
- Connect Gmail to Engagio
- Connect Microsoft Email to Engagio
- Email Auto-locking