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Articles

  • Salesforce Classic: Package Install 3.529

    Overview This article provides a comprehensive guide on installing the Influitive AppExchange Package 3.529 in Salesforce, detailing the connection process between Salesforce and AdvocateHub, custom d...

  • *BETA* Influitive Lifecycle AdvocateHub Package

    Overview This article provides instructions on how to install and configure the Influitive Lifecycle AdvocateHub Package on Salesforce, including setting up custom events in Influitive and configuring...

  • Configuring SAML > Salesforce

    Overview This article provides a step-by-step guide for administrators on how to configure SAML Single Sign-On (SSO) using Salesforce for AdvocateHub. It details the process of setting up a custom Sal...

  • InfluiTip #22: Creating an Advocate "Checkbox" in Salesforce

    Overview This article provides a step-by-step guide on creating a custom Checkbox field in Salesforce that indicates whether a contact is an advocate. The process involves using a formula within Sales...

  • Salesforce: Multi Hub CRM Setup

    Overview This article provides a comprehensive guide for setting up a Multi Hub CRM with Salesforce. It includes a checklist for preparation, detailed setup instructions, and an overview of the new fe...

  • Salesforce: Advocacy Insights

    Overview This article provides a guide on how to integrate Acts of Advocacy from an Influitive Hub into Salesforce, allowing for enhanced reporting, dashboard creation, and workflow rules within Sales...

  • Salesforce Community Integration

    Overview The Influitive-Salesforce Community Integration allows you to embed Challenges and other components directly into your Salesforce Community, enabling you to surface advocacy requests, custome...

  • Installing/Upgrading version 3.529 SFDC integration for Influitive

    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...