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, authentication processes for each Hub, and utilization of Multi Hub Salesforce features.
Information
The following sections outline the steps required to enable Multi Hub CRM integration with Salesforce Classic. This includes modifying Salesforce layouts, adding Influitive Hub Mappings, authenticating AdvocateHubs, and setting up features specific to Multi Hub environments.
Modify Salesforce Layout
Instructions for adding the Influitive Hub Mappings menu tab, AdvocateHubs to Influitive Hub Mappings, and Influitive Hub Details Component to your Salesforce layout.
Authenticate Salesforce Integration in each of your Hubs
Steps to authenticate Salesforce integration for each AdvocateHub, including entering credentials and setting up the Automatic Customer Data Import query.
MultiHub Salesforce Features
Overview of features available in Multi Hub Salesforce integration, such as Advocacy Insights, Influitive Hub Details, Contact Converted / Nominate Contact, and Reference Request.
FAQ
What is the purpose of the Influitive Hub Mappings menu tab?
The Influitive Hub Mappings menu tab is used to add and manage the mapping of AdvocateHubs within Salesforce, allowing for the integration of multiple hubs with your Salesforce instance.
How do I authenticate each AdvocateHub with Salesforce?
To authenticate each AdvocateHub, navigate to the Integrations section within the Hub, manage the Salesforce integration, and enter the necessary credentials including username, password, security token, and organization ID.
What are the key features of Multi Hub Salesforce integration?
Key features include Advocacy Insights for tracking advocacy activities, Influitive Hub Details for membership information, Contact Converted / Nominate Contact for managing Hub member details, and Reference Request for sending challenges to Hub members.