An Introduction to Integrating with Salesforce

Here's an overview of how the integration works:

  • An integration with Salesforce.com allows information to be shared between Salesforce and the AdvocateHub, primarily for the purpose of creating robust advocate profiles based on information from their contact record in Salesforce
  • An AppExchange Package that allows you to add custom objects into your Salesforce layout. These custom objects will then be populated with information from the AdvocateHub.
  • Professional Edition users of Salesforce must have the integration via Web Services API enabled (typically not included in the default Professional Edition)

These are the functionalities you'll have access to by using our Salesforce-AdvocateHub integration:

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