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Setting up Saleforce CRM Integration

Posted by Dave Zulu, Last modified by Dave Zulu on 24 March 2017 03:00 PM

Navigate to the App's area of Zulu eDM and click on the Salesforce Logo.

Select the connection tab. You will need:

1.) A Salesforce API key

2.) The Secret API Key

3.) The URL of your Salesforce account

4.) Enter in a timeout value (usually 30 mins) 

On successful connection to the CRM you will see the following message.

Next select the master source of data. This will determine how duplicates are handled and
which system (Zulu or Salesforce) will act as the primary source of truth.
We recommend that a CRM is the primary source if used regularly.

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