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 and Campaign. Then, arrange a time for your Salesforce and Campaign administrators to complete their tasks.
| Overview |
| Get Started |
| Determine sync option |
| Supported features matrix |
| Configure Salesforce |
| Install Salesforce Package |
| Configure Salesforce Package |
| Configure Campaign |
| Creating a 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 |
| Activate Synchronization |
| Manage CRM: Status |
| *Backup Salesforce prior to activating. |