Salesforce
Salesforce
11 articles
- How to Configure Your Salesforce IntegrationComplete guide to configure your Salesforce integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.
- How to Fix Field Mapping Warnings & Errors in SalesforceWhen configuring Field Mapping in your Salesforce integration, each mapped field displays a status icon indicating whether the mapping is safe to use. Review these icons before saving to avoid…
- Permissions & Prerequisites for SalesforceWhat you need on the Salesforce side before connecting to Enginy: edition, permissions, authentication, sandbox, and security.
- Configure Contact, Lead, and Account in SalesforceThis configuration defines which Salesforce object Enginy uses and how it looks for existing records before creating a new one.
- Configure Field Mapping in SalesforceField Mapping defines what information Enginy sends to Salesforce and which field it should be stored in.
- Connect, reconnect, or disconnect SalesforceThe connection uses OAuth. You sign in directly to Salesforce, authorize Enginy, and Salesforce grants the permissions belonging to the connected user.
- Export Contacts, Leads, and Accounts to SalesforceEnginy can create new records in Salesforce or update existing ones, checking first whether a match exists according to the configured identifiers.
- How Enginy identifies existing records in SalesforceBefore creating a Contact, Lead or Account, Enginy tries to find an existing record. Enginy only searches within the target object.
- Import Contacts, Leads, and Accounts from SalesforceEnginy lets you import records from Salesforce through Salesforce Search, a Salesforce List View, or a Salesforce Report.
- Owners, Campaign Mapping, and activities in SalesforceSalesforce distinguishes between the user making the API calls and the owner assigned to each record. Covers User Mapping, Campaign Mapping and Campaign member sync.
- Troubleshoot Salesforce integration warnings and errorsWarnings in Salesforce Setup flag a configuration that may fail, but not all of them block saving. Common Salesforce error codes and what to check.