Before we begin There are a few items you’ll need to roundup from Salesforce prior to setting up the integration, listed below: SFDC account name SFDC password SFDC security token There are a few items …
Tag: salesforce
Salesforce: Export Data Overview You have two integration methods to select from when exporting data from Ion to your Salesforce instance (also known as an “Add Lead” Integration): the SFDC API method and the …
Follow this step-by-step for authentication: Create a new Field Mapping (on the Integrations tab): choose an easily identifiable name. The integration must be of type “POST XML/JSON to a web service”: In the “Post …