Platform Settings

Platform Settings

Learn how to customize Engagio's admin platform settings.

About this course

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. 

 

Time Expectations:

5 short video tutorials and roughly 11 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum11 min

  • 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
  • Course Complete
  • Tell Us What You Think

About this course

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. 

 

Time Expectations:

5 short video tutorials and roughly 11 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum11 min

  • 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
  • Course Complete
  • Tell Us What You Think