skip to Main Content

Update to how Engagement interactions are pushed into Salesforce

Instead of sending all Engagement interactions into the same object in Salesforce, email, calls, and meetings now go to the Activity object and Notes go to the Notes object. The Type field for Activities will also be set to match to the interaction type.

8776b9d0-5d88-4e06-8b2a-66a13d0e1eca

Back To Top