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  1. D&B Rev.Up ABX
  2. Connections
  3. Connection: Salesforce

Connection: Salesforce

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  • Connect with Salesforce
  • Step 1: [Import Data] Create a Salesforce Data Import Integration User
  • Step 2: [Import Data] Create a Salesforce Data Import Connection
  • Step 3: [Import Data] Map fields and set up matching in the CDP
  • Importing Activity Data Using Salesforce
  • Step 1: [Send Data] Create a Salesforce Activation User
  • Step 2: [Send Data] Create a Salesforce Activation Connection
  • Step 3: [Send Data] Configure a schedule for sending records to Salesforce
  • Lattice Buyer Insights Overview
  • Step 2: [Send Data] [Buyer Insights] Install the managed package
  • Step 3: [Send Data] [Buyer Insights] Configure Buyer Insights
  • Step 4: [Send Data] [Buyer Insights]Enabling access to Lattice Buyer Insights
  • Step 5: [Send Data] [Buyer Insights] Create a Salesforce Activation Connection
  • How To Manage Lattice Buyer Insights Recommendations
  • Package Installation Links
  • Capability Differences: Buyer Insights & Lightweight Salesforce Connector
  • Buyer Insights FAQ
D&B Rev.Up ABX