Salesforce.com quick reference installation/configuration checklist
*Note: This checklist applies to both production and sandbox configurations. However, you MUST have a dedicated Acoustic Campaign organization for each configuration.
Complete configuration requires steps in both Salesforce.com and Campaign. Then, arrange time for your Salesforce.com and Campaign administrators to complete their tasks.
|Getting Started – must read|
|Determine sync option|
|Supported features matrix|
|Install Salesforce.com Package|
|Configure Salesforce.com Package|
|Creating new flexible database in Campaign|
|CRM and Scoring Settings|
|Manage CRM: Credentials|
|Manage CRM: Settings|
|Manage CRM: Field mappings|
|*Review and activate mapping prior to activating sync|
|Manage CRM: Status|
|*Backup Salesforce.com prior to activating.|