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  1. Azavista
  2. CRM Integrations
  3. Going further with the CRM

Going further with the CRM

  • Salesforce Integration – Frequently Asked Questions (FAQs)
  • How Are Unique Identifiers Organised (Email, etc.)?
  • How to Update the Salesforce Package?
  • What to do in case of a new Salesforce Organization?
  • How to create Campaign/Event in Salesforce & Azavista and sync contacts?
  • How can the Salesforce Contact ID be changed for a registered participant?
  • How are duplicate contacts are handled?
  • Do We Identify Records by Email Only or Other Identifiers?
  • How do I Access and Manage Logs, Inspect and Teams within a Salesforce Integration?
  • How do I Configure and Manage Member Field Mapping(s) for Salesforce Integration?
  • How do I Configure and Manage Organization Field Mapping(s) for Salesforce Integration?
  • How Do I Configure and Manage Event Field Mapping(s) for Salesforce Integration?
  • How Do I Configure and Manage Contact Field Mapping(s) for Salesforce Integration?
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