You will see that the Sync Status is initially set to paused. Enter the API token and secret from your Signal Vine Account to begin the configuration process. The app will then install.Īfter logging into your Salesforce Account, open the App Launcher and select Signal Vine Sync. Then select Install and grant access to and. Determine which users you want to have access to the SV Sync settings (typically, this is Install for Admins Only), and then check the acknowledgement below. To get started with Salesforce Sync, follow these instructions: Install Signal Vine Sync PackageĪfter downloading the Signal Vine Sync Package you will be brought to the install screen. This transfer of data can happen from Signal Vine to Salesforce, Salesforce to Signal Vine, or Bidirectionally on a field-by-field basis. With Signal Vine Sync you can easily transfer data within your Salesforce records to Signal Vine contacts. For help performing an initial push of Salesforce Data into Signal Vine, contact your Account Manager.
Note: This guide assumes that your contacts are loaded into Signal Vine with their Salesforce Contact ID set as their Signal Vine ID.
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