Salesforce

Salesforce Marketing Guides

• How to attach a report to a Campaign in Salesforce
• Pro & Enterprise: Which should you choose?
• Salesforce Enterprise Marketing Guide
• Salesforce Professional Marketing Guide

Salesforce GatorMail User Guides

• How to create reports on GatorMail results within Salesforce
• How to use Campaign Series within Salesforce
• Salesforce Enterprise Quick Start Guide
• Salesforce Professional Quick Start Guide

Salesforce GatorLeads Integration

• GatorLeads (CRM Icon) - Integration with Salesforce

Salesforce Data Sync Guides

• SalesForce Data Sync Quick Start Guide

Salesforce Integration Install

• Setting up Spotler Leads to manually assign to CRM Salesforce
• Setting up Spotler Leads to manually assign to CRM Salesforce

Salesforce Technical User Guides

• Creating a new Salesforce user for CommuniGator (Enterprise)
• Error Message - Too Many SOQL Queries: 101 on Process Builder
• Gator CRM Auto-Login Errors & Resolutions
• How to update the Username & Password in SalesForce for the Auto Login
• Profile Permissions for Syncing

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Salesforce Gatormail Integration

• General Tab
• Mapping fields between your CRM and CommuniGator using Integration Mappings
• Mappings Tab
• Queue Status Tab
• Salesforce Lightning View Quick Start Guide

See all 6 articles

Salesforce Video Guides

• Salesforce Enterprise Overview Video
• Salesforce Enterprise Overview Video