Technical Document: Salesforce Integration Guide V6.pdf
To setup your Salesforce integration all you need to do is:
1. Go to “Settings” in your TAMI account.
2. Select the integration “Salesforce”
3. Accept the agreement.
4. Log into Salesforce.
5. Go to “Manage Field Mapping”
6. Selected to either export as a “Lead” or “Account/ Contact”
7. Complete the mapping between TAMI & Salesforce.
8. Go to “Industry mapping”
9. Map the according industry from TAMI to Salesforce.
10. You are now connected to Salesforce and will have export capabilities.
*Salesforce will only need to be configured from an App Admins account. This setup will then be mirrored in any additional users under that account.
Configuring your export settings:
With your integration successfully connected, you can configure export preferences and limit the objects that can be exported. To Configure the integration please see the below steps:
From the “CRM Setup” page for the integration, select “Manage Field Mapping”:
2.Configure export type:
3. Select each Data type you want your users to be able to export to Salesforce.
4. Click Continue to “Review & Submit”:
5. To Save click “Submit”
Industry Mapping:
1. Select “Industry Mapping”:
2. Configure and map the relevant industry & sub industry to the relevant industry in Salesforce:
3. Hit “Save” to ensure any amendments are saved.
Additional information:
Add or Remove Fields
Add fields by clicking Add Field at the bottom of the field list. Each field that you add must be mapped to a corresponding field in your integration:
Activating Salesforce Dedupe:
1. Navigate to “CRM Setup” and select “Activate Salesforce Dedupe”:
2. Authorize Access:
3.Dedupe is activated:
4. You will be able to see those Leads, Accounts & Contacts existing in your Salesforce as they will be identified by a blue ring with a “SF”. See below example:
5.You will be able to see who the owner of the record is as well as who created it:
