Salesforce Integration Overview
Supported Versions
The following versions of Salesforce are supported for integration with Paminga:
- Enterprise
- Professional
- Unlimited
- Lightning
- Group/Essentials
Please Note, “Sync This Campaign” on the campaign settings tab is not available with this version of SFDC as it does not allow for access to the Campaigns Module
Where Can I Find the Installation Package?
You can download it by clicking this link!
Typically, your Customer Success Team will have that ready for you during your initial onboarding session.
What's in the Installation Package?
When you upload the installation package to your Salesforce Instance, you gain visibility into Paminga through iFrames.
Those iFrames allow you to see things such as a Contact’s activity history and even unsubscribe them from email communications right from your Salesforce!
The package includes:
- Contact/Lead iFrame
- Account iFrame
- Hot Leads Breakdown
- Funnel Vision Dashboard