
Check that you are Identifying visitors before setting up the
Salesforce integration.
Try a demo
Salesforce
Setting up Salesforce
The Salesforce integration allows you to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts. Follow these steps or the demo below to set up the Salesforce integration with Navattic:Try a demo
Salesforce Setup
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
Try a demo
Salesforce Object
Edit Page
under the Setup Menu
.
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


