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SalesForce Duplicate Checking

SalesForce integration gives you the option to either discard a duplicate entry or to update the existing record with new values.Standard Matching RulesBy default, the integration uses SalesForce’s standard matching rules to identify whether a reco...

How to Find Your SalesForce Campaign's ID

1. Log in to your SalesForce account2. Click on the Campaigns tab to see the list of your campaigns3. Find the campaign on the list or create if you don't have one yet4. Click on the campaign name5. Your campaign page's URL should look like http...

Flexible Data Integration With Salesforce

Salesforce is probably the most popular Customer Relationship Management tool. What makes it great is that it is highly customizable. You can customize the data fields for your contacts and leads according to your business needs. Today, we ...

Mastering SalesForce with JotForm

SalesForce is great at managing contacts through the sales cycle,  JotForm is a great way to capture contact information to funnel into it. To get started with integrating with SalesForce, simply click Settings - Integrations icon in the to...