In this video, we'll explore the seamless integration between Salesforce and Account Engagement. We'll cover how to push records from Account Engagement to Salesforce, assign them to sales reps, and leverage the powerful engagement history dashboard to gain valuable insights.
Key Highlights:
- Sync down account, opportunity, and custom object data from Account Engagement to Salesforce
- Trigger the sync and assign records to sales reps for follow-up
- Dive into the Salesforce contact record and explore the engagement history dashboard
- Understand the one-to-one connection between Salesforce campaigns and Account Engagement campaigns
- Learn how to leverage the engagement history data at the account level for targeted outreach
Whether you're new to Salesforce or a seasoned user, this video will provide you with a comprehensive understanding of how to maximize the synergy between Account Engagement and Salesforce for better sales and marketing alignment.
