This guide gives you the information you need to start using your Salesforce data in Mapp Engage.
Active Salesforce and Mapp Engage accounts.
Before you start
Before you start, we recommend that you take a look at the general Mapp Connect documentation.
Documentation | Description |
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Basics | An overview of the Mapp Connect user interface and available actions. |
How-tos | A collection of how-to articles that cover key procedures for Mapp Connect, such as: - setting up an integration
- creating and editing mapping & performing data transformations
- setting up bulk data imports
- triggering automated workflows from your external integrations
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A) Install the Salesforce plugin and connect it with Mapp Engage
Documentation | Description |
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Create Engage campaign type in Salesforce | Here you will find instructions about creating campaigns in Salesforce. As a result of this process, all leads, opportunities, and contacts are added to the campaign, and to the group created in Engage under the same name as the Campaign Name. |