Integrate With Saleforce

In this course you’ll learn how to use the the Salesforce Connector (V2). This connector allows for quicker and simpler implementation of syncing data between Engaging Networks and Salesforce, without losing the flexibility to tailor the sync according to your organization’s specific Salesforce instance.

Course curriculum

Here's what you'll learn in this course.

  • 1

    Overview & Installation

    • Salesforce Connector (V2) Overview

    • Installing The Engaging Networks Connector App
  • 2

    Engaging Networks

    • Contact Mapping

    • Transaction Mappings
  • 3

    Engaging Networks Connector App

    • Control Panel

    • Campaign Linking

    • How Transactions Flow To Salesforce

    • Engaging Networks Staging Records

    • Mapping Rules

    • Mapping Rules- Non Profit Success Pack Templates

    • Rules- Custom Objects & Custom Mapping

    • Mapping Rules- Scheduled Jobs

    • Logging
  • 4

    Course Feedback

    • Salesforce Connector Survey