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The Salesforce Connector offers an hourly, a bi-directional Contact Sync every twenty minutes and a daily Transaction Sync.
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We strongly recommend taking the Academy course and reading through the guides here before using the connector.
Depending on your use of the connector, you may not need to understand all of its functionsits functions:
Setting up the connector – read this guide for the steps to go through
Maintaining the connector – understand Campaign Linking, Contact Syncing and Transaction Monitoring in Salesforce
Day to day use of the connector – understand Campaign Linking
Key features
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Designed for the Salesforce Non-Profit Success Package and customizable for other Salesforce editions
Intuitive console to manage integration settings directly in Engaging Networks
Out-of-the-box mapping and matching rules, reducing need to custom coding or additional developer work
Automatically sync contacts, opportunities, and custom fields as intended, with one or two-way workflows for contact mapping
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