Read through the following section to understand how to configure and complete the following tasks for a Salesforce for CRM integration.
- Coordinate with SFDC administrator to complete the SFDC installation or configuration of the Acoustic Campaign CRMi package. The complete configuration is required within SFDC and Acoustic Campaign.
- Obtain security token from your Salesforce user account that you plan on using for integration (during setup and when you change your Salesforce password).
- Obtain the SFDC Organization ID that is required to begin the mapping exercise within Acoustic Campaign.
- Obtain SFDC login credential, which is required to enter in Acoustic Campaign during setup and whenever you change your Salesforce password.