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Salesforce

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  • Salesforce Integration Highlights
  • What's supported in Delivra's Salesforce integration?
  • Salesforce Install Recommendations
  • What are the necessary licenses or editions to utilize Delivra's Salesforce integration?
  • Can I use the Salesforce integration across multiple Delivra accounts?
  • Does the Salesforce Integration support a real-time sync?
  • Linking Salesforce to Delivra
  • Steps to take before your first Salesforce sync
  • Configure Delivra Salesforce Sync Settings
  • What if I don't want data syncing back to Salesforce from Delivra?
  • Can I connect multiple Salesforce instances to one Delivra account?
  • How do I map Opportunities through Delivra's Salesforce integration?
  • Can I install custom objects from Salesforce through the integration?
  • How does Delivra prevent duplicate records with the Salesforce integration?
  • Does Delivra's Salesforce integration map the Account Name field from Salesforce to Delivra?
  • What happens during the first sync after the Salesforce integration setup is complete?
  • A large number of my contacts show as unsubscribed after Salesforce connection.
  • Can I determine which Leads or Contacts are included with the sync?
  • How do I upgrade my Delivra + Salesforce integration package?
  • How do I map Salesforce fields to my account?
  • How do I update the Delivra Opt-In Box to be checked for all of my contacts?
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