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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 Integrations in Settings and select Salesforce. Click on Connect and follow the instructions to authorize your Salesforce account.Once you’ve connected your Salesforce account, a 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 Edit Page under the Setup Menu.
Search for Dynamic Related List - Single in the Components search field.
Search for Dynamic Related List - Single in the Components search field.
Search for 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).
Update the Related List Fields to show the following fields:
  • Email
  • Demos
  • Duration (minutes)
  • Full Name
  • Flows
  • Steps Viewed
  • Very Interested Areas
  • Somewhat Interested Areas
  • Not Interested Areas
  • Session ID
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 demos.