Salesforce Connector: Product Overview

The Salesforce and Engaging Networks connector should be configured and maintained by a Salesforce Administrator. Given the potential risks to data integrity from an incorrect setup, the ultimate responsibility for the setup is yours. It’s recommended to take the Academy course and familiarise yourself with the associated documentation. Engaging Networks would advise working closely with an expert Salesforce integration specialist and liaising closely with the necessary stakeholders at your organisation.

The Salesforce connector connects Engaging Networks with your Salesforce CRM, allowing you to sync contacts and transactions seamlessly.

To discuss licensing or to upgrade to the latest version, please contact your Account Success Manager or submit a request via the Salesforce AppExchange.

Salesforce Connector: Documentation

It is not recommended to attempt to install or set up the Salesforce Connector without familiarising yourself with this documentation:

Salesforce Connector: Installation and Setup

Once you’ve familiarised and understood the documentation, you can follow the steps below to install and set up the connector:

FAQ

I’m a client currently on the legacy Salesforce connector, do I need to upgrade?

No, no action is needed if already set up with an existing integration. However, if interested in upgrading to the new 2.0 Connector, please contact your account manager to review next steps and consider any business processes impacted by workflows, mappings, etc. that will need to be recreated. All clients will follow the instructions in the technical documentation to properly set up the 2.0 Connector, regardless of prior integration.

Will Salesforce campaigns connect all supporter data and actions with Salesforce opportunities and campaigns?

Campaigns will pull in any supporter data mapped, including all default and custom fields. The only required supporter fields to map are Last Name and Email. Supporters can roll up as Salesforce campaign members based on mappings in transaction data and campaign setup. Please refer to the technical documentation to ensure transaction mapping and campaigns are set to connect data as intended in Salesforce.