- Introduction to Salesforce
Salesforce (CRM) saves and updates details about users.
- Prerequisites
In order to use Salesforce, you must first obtain a Salesforce account.
- Configuration
If you want to use a Salesforce connector, contact a Unica administrator. The administrator will configure a connection for you.
- Configure a Touchpoint or Process Box
When you configure a Salesforce CRM connector from a Touchpoint in Unica Journey or a Process box in Unica Campaign, you can see the following table:
- Test connection
After you define a connection, press the Test button to test the connection.
- Event tracking
There are no events in Salesforce.