Overview This article provides a comprehensive guide to identifying and resolving common Salesforce error messages encountered within the Influitive-Salesforce integration. It includes instructions fo...
Overview The article provides a comprehensive guide on utilizing the Influitive Reference Request tool within Salesforce, detailing the configuration process, advocate engagement, and tracking referen...
Overview The article provides a step-by-step guide on how to access and utilize the Influitive Dashboard within Salesforce, including setting up the dashboard and creating custom reports to track advo...
Overview This article serves as a comprehensive guide for Salesforce users looking to install the AdvocateHub Salesforce AppExchange Package (Version 3.529) for the first time. It details the installa...
Overview This article provides a comprehensive guide for Salesforce administrators on how to install and configure the Influitive AppExchange Package (Version 3.529) in Salesforce Classic. It includes...
Overview The article provides a detailed guide on how to integrate Salesforce data into the AdvocateHub for enhanced segmentation and targeted content delivery. It outlines the process of creating and...
Overview This article provides a detailed guide for upgrading to the AdvocateHub Salesforce Package version 3.529 on Salesforce Lightning, including step-by-step instructions for installation and page...
Overview This article provides a step-by-step guide on how to embed AdvocateAnywhere challenges into a Salesforce object using a Visualforce Page. It includes code snippets and images to assist with t...
Overview The article details how to use the Salesforce Import feature to automate challenge targeting in AdvocateHub based on date ranges. It provides a step-by-step guide on creating formula fields i...
Overview This article details the necessary Salesforce permissions for integrating with AdvocateHub, including field-level access for leads, contacts, accounts, opportunities, and the custom Act of Ad...