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Quick access menu salesforce
Quick access menu salesforce













Choose a Profile sync that you want to use.Select Credentials and add your credentials to allow Salesforce and Infobip platforms to communicate with each other.Find and click on Salesforce for People. Click Add.Log into Infobip and go to Exchange > All Apps.To start integrating Salesforce and People, go to the Exchange marketplace and use the following overall step-by-step guide: The following Salesforce editions with enabled API access are supported: Enterprise Edition, Unlimited Edition, Developer Edition, and Performance Edition. Contact your dedicated Account Manager to learn more. Existing users need the Infobip account with the Integrations Manager.API calls must be enabled on the Salesforce side.A Salesforce user with permissions to edit leads and contacts, API calls, and add connected apps.The main prerequisites for setting up the integration are: The audience can be efficiently segmented for campaigns based on different characteristics (attributes) and you will never have to worry about sending a message to the wrong people. You can concentrate on creating and sending messages to the relevant audience without the need to manually import leads or contacts.

quick access menu salesforce

Synchronization of your user data between Salesforce and People is continuous, so the latest changes in one system will be mirrored in the other. For example, if a person attribute is changed on one platform, the mapping feature synchronizes the data on the other platform to ensure that they match. Synchronization of your user data is seamless but if there are any inconsistencies in your data, you will be able to resolve them quickly.

quick access menu salesforce

You can easily integrate the user data that you have stored in Salesforce with Infobip People. One of the foundations of effective and successful communication with customers is the accessibility of user information. Integration between the Infobip platform and Salesforce provides strong grounds for a meaningful relationship with your customers. Salesforce Sales Cloud Integration to Sync Audience















Quick access menu salesforce