Setting up Salesforce
The Salesforce integration allows you to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts. To connect Salesforce, follow these steps:1
Connect Salesforce
Navigate to 
Once you’ve connected your Salesforce account, a 
Integrations
in Settings and select Salesforce
. Click on
Connect
and follow the instructions to authorize your Salesforce account.
Playbook
will be automatically created to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts.You can click view to manage the Playbook
or refine the Audience
filters.
2
Edit your Salesforce Object page
Navigate to your Salesforce object page that you’d like to edit (Opportunity, Lead, Contact, or Account). Select 
Search for 
Search for 
Search for 
Update the 
Save the Page Builder and exit to the page layout.Once a visitor views the interactive demo share link and completes their session, this will be logged in Salesforce.

Congratulations — You’ve finished setting up Salesforce with Navattic. Reps can now connect Salesforce opportunities to share links.
Edit Page
under the Setup Menu
.
Dynamic Related List - Single
in the Components
search field.
Dynamic Related List - Single
in the Components
search field.
Navattic Session
in the Related List field. Make sure that the Parent Record is set to the default Use This Opportunity
(or the relevant Salesforce object).
Related List Fields
to show the following fields:- Demos
- Duration (minutes)
- Full Name
- Flows
- Steps Viewed
- Very Interested Areas
- Somewhat Interested Areas
- Not Interested Areas
- Session ID


