Connection: Salesforce
- 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
- Step 1: [Send Data] Create a Salesforce Activation User
- Step 2: [Send Data] [BETA] Create a Salesforce Activation Connection
- Step 3: [Send Data] [BETA] 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