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.

Please note this course content is in the process of being updated. Whilst you will be able to follow along for the majority of the curriculum, some items may need further clarification from our team along the way. This message will be removed when the course is fully up to date

Course curriculum

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

  • 1

    Introduction

    • Course Introduction
  • 2

    Overview & Installation

    • Salesforce Connector (V2) Overview

    • Installing The Engaging Networks Connector App
  • 3

    Engaging Networks

    • Contact Mapping

    • Secondary Email

    • Transaction Mappings

    • Settings
  • 4

    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
  • 5

    Course Feedback

    • Salesforce Connector Survey