Articles

• Salesforce Lightning: Multi Hub CRM Setup

  Overview This article provides a comprehensive guide on setting up a Multi Hub CRM integration with Salesforce Lightning. It includes initial setup instructions, customization of Salesforce layouts, a...

• Salesforce Classic: Multi Hub CRM Setup

  Overview This article provides a comprehensive guide for setting up a Multi Hub CRM integration with Salesforce Classic. It includes initial setup instructions, modification of Salesforce layouts, aut...

• An Introduction to Integrating with Salesforce

  Overview This article provides a detailed guide on integrating Salesforce with AdvocateHub, including setup instructions, data exchange specifics, and functionalities available through the integration...

• Salesforce AppExchange Package Setup Overview

  Overview This article provides an overview of the installation process for the new version (3.529) of a Salesforce AppExchange package, detailing the enhancements from the previous 2.52 version and of...

• Configuring OAuth 2 > Salesforce

  Overview This article provides a step-by-step guide for integrating OAuth 2 with Salesforce to enable single sign-on for AdvocateHub users. It covers the creation of a Connected App in Salesforce, con...

• KB Steps #3: SFDC Automatic Customer Data Import

  Overview This article provides a video tutorial on how to set up the Salesforce Automatic Customer Data Import feature in your AdvocateHub. Narrated and recorded by Seán, the video offers step-by-step...

• Salesforce: Nominating Contacts In Salesforce To Your AdvocateHub

  Overview The article provides a step-by-step guide on how to add and customize the 'Nominate' button in Salesforce for both Classic and Lightning versions, enabling users to nominate potential advocat...

• Referrals 2.0: Integrating With Salesforce/Marketing Automation Provider

  Overview This article provides a comprehensive guide on integrating Referrals 2.0 with Salesforce and Marketing Automation Systems to streamline the referral tracking process. It covers enabling API i...

• Salesforce Classic: Package Upgrade 3.529

  Overview This article provides detailed instructions for upgrading to version 3.529 of the AdvocateHub Salesforce Package for users of Salesforce Classic. It outlines the process for users upgrading f...

• How to add Reference Request Converted as a button in Salesforce

  Overview This article provides step-by-step instructions on how to add a 'Reference Request Converted' button in both Salesforce Lightning and Classic versions. It includes detailed steps and images t...