Once your Salesforce CRM Connector is set up, you can import all your contacts from Salesforce to Engage. You only set up the connection once. After that, the automation will refresh and update the data once a day.

Procedures

Import all contacts from Salesforce to Engage 

  1. In your Salesforce account, go to the Mapp Connect tab at the top of the page.
  2. Chose the group whose contacts you want to import to Engage.
  3. Click Save

Manage attributes

Default user mapping is preconfigured in the Salesforce integration in Mapp Engage. Here are the steps to add or edit new attributes in Mapp Engage:

  1. Go to Data Management > Mapp Connect.
  2. Open your Salesforce integration and go to the Mapping tab.
  3. Edit or add the attributes as needed. For more information, see Mapping.
  4. Click Save.

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