Salesforce Integration

Salesforce Integration

Learn how to properly setup the integration between Salesforce and Engagio. Follow these 6 steps.

About this course

What You’ll Learn:

  • Setup the connection between Salesforce and Engagio

What's Expected:

6 video lessons, taking approximately 14 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site.

 

 

Curriculum14 min

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

About this course

What You’ll Learn:

  • Setup the connection between Salesforce and Engagio

What's Expected:

6 video lessons, taking approximately 14 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site.

 

 

Curriculum14 min

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