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, authentication processes for each Hub, and utilization of Multi Hub Salesforce features.

Information

This section outlines the steps required for integrating multiple AdvocateHubs with Salesforce Lightning, including layout modifications, authentication, and feature setup.

• Modify Salesforce Layout
• Authenticate Salesforce Integration in each of your Hubs
• Multi Hub Salesforce Features

Modify Salesforce Layout

The Salesforce layout needs to be modified to include Influitive Hub Mappings and details. Follow the steps below to customize your Salesforce instance for Multi Hub CRM integration.

Add Influitive Hub Mappings

To add Influitive Hub Mappings to your Salesforce layout, follow these steps:

1. Head over to any Contacts Page.
2. Click on the pencil icon on the navigation menu to "Personalize your nav bar".
3. In the Edit Sales App Navigation Items, click "Add More Items".
4. Search for "Hub Mappings", click the Plus sign, then click "Add Nav Items".
5. The Influitive Hub Mappings Menu should now be visible on your Navigation menu.

Add AdvocateHubs to the Influitive Hub Mapping

To add AdvocateHubs to the Influitive Hub Mapping, perform the following steps for each Hub you wish to connect:

1. Click on the "Hub Mappings" menu from the Navigation tab.
2. Click on the "New" button.
3. Enter your Influitive Hub Program Name and Hub ID.
4. Save the new mapping.
5. Repeat for other AdvocateHubs you are connecting.

Add Influitive Hub Details Component

To add the Influitive Hub Details component to your Salesforce layout, follow these instructions:

1. Access the Setup area in your Salesforce instance.
2. Navigate to Object Manager, find Contact, and select the appropriate Page Layout.
3. Remove fields for Date Joined AdvocateHub and Date Added To AdvocateHub.
4. Add the "Influitive Hub Details" related list to the layout and configure the fields to display.
5. Save the updated layout.

Authenticate Salesforce Integration in each of your Hubs

Each AdvocateHub in the Multi Hub family must be authenticated with Salesforce. The process involves entering Salesforce credentials into each Hub.

Set Automatic Customer Data Import Query

Set a query for the Automatic Customer Data Import in each connected Hub to ensure that only relevant Salesforce contact records are imported.

1. Access the Salesforce integration card and open the Automatic Customer Data Import dropdown.
2. Input the formatted query with the appropriate organization hub id.
3. Save the query and enable the Automatic Customer Data Import toggle.
4. Repeat for all connected AdvocateHubs.

Multi Hub Salesforce Features

Explore the various features available for Multi Hub CRM integration, including Advocacy Insights, Influitive Hub Details, Contact Converted / Nominate Contact, and Reference Request.

FAQ

What is Multi Hub CRM integration?

Multi Hub CRM integration allows you to connect multiple AdvocateHubs with a single Salesforce instance, enabling centralized management of customer advocacy activities.

How do I add Influitive Hub Mappings to Salesforce?

You can add Influitive Hub Mappings by customizing the Salesforce navigation menu and adding the Hub Mappings menu item as outlined in the steps provided in the article.

How do I authenticate each Hub with Salesforce?

To authenticate each Hub, you need to enter Salesforce credentials, including username, password, and security token, into each AdvocateHub's Salesforce integration settings.