Salesforce

If you link CampaignSuite to SalesForce, the following options may become available:

• Create payment requests via Converse or Findock
• Creating custom objects (such as Cases)
• Retrieving and updating Contact and Account information (Preference Center)
• Using deduplication with the Plauti Duplicate Check App
• And more …

To establish a successful connection with Salesforce, three steps must be completed:

1. Creating a Connected App
2. Adding Remote Site Setting
3. Link the Connected App to CampaignSuite