Salesforce

Once CampaignSuite has set up a connection with Salesforce, a tab named Salesforce will appear with each form under Settings . Here all settings can be made for the connection to Salesforce. Think about:

• Creating a CampaignMember object
• Set Plauti Duplicate Check options
• Link payment fields for a transaction to Converse or Findock
• Synchronization of CampaignMember objects or Memberships
• Folders of Contact and Account fields

In this documentation we will go through all the options and explain what you can do with them.