Salesforce Integration Video Tutorials

Salesforce Integration with Swift Digital Part 01
How to integrate Swift Digital with a Salesforce Organisation

Note: Please ensure that you have an active License to Profile 360 Module before Integrating Salesforce and Swift Digital. If you do not have an active License yet, please reach out to your Swift Digital Account Manager first. 

 

Salesforce Integration with Swift Digital Part 02
How to share Mail Groups between Salesforce and Swift Digital

 

Salesforce Integration with Swift Digital Part 03
How to create a lead in Salesforce, assign a lead to a mail group and sync the lead to Swift Digital
Salesforce Integration with Swift Digital Part 04
How to create a contact in Salesforce, assign it to a mail group and sync the contact to Swift Digital

 

Salesforce Integration with Swift Digital Part 05
How to create a person account in Salesforce, assign the account to a Mail Group and sync it to Swift Digital

 

Salesforce Integration with Swift Digital Part 06
How to create a member in Swift Digital and sync it to Salesforce

 

Salesforce Integration with Swift Digital Part 07
How to delete a member in Salesforce

 

Salesforce Integration with Swift Digital Part 08
How to delete a Mail Group in Swift Digital

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.