Getting Started
The EveryAction Salesforce integration is accessed through an installable Salesforce package that you'll need to add to your Salesforce organization. This package creates the necessary connection between your EveryAction instance and Salesforce, allowing you to begin sharing data between these platforms.
Feature Details
The EveryAction Salesforce integration creates a seamless data exchange pathway between Salesforce and your EveryAction environment. This bi-directional integration allows you to synchronize important data from your fundraising, engagement, and organizing campaigns across both platforms. The integration package installs all required objects, fields, and classes within your Salesforce organization to facilitate this connection. With this integration in place, you can eliminate duplicate data entry, maintain consistent information across systems, and create unified records that reflect activities happening in either platform, ultimately saving valuable time and creating a more cohesive data ecosystem.
Feature Navigation
Read more about
- How do I install the Salesforce integration package
- How do I configure data sharing between platforms
- How do I manage synchronized records
Tracking your Success
The integration provides visibility into which records are being synchronized between systems. You can generate reports within both Salesforce and EveryAction to monitor the volume and types of data being shared. This allows you to ensure data integrity and verify that your integration is functioning correctly across your fundraising, engagement, and organizing campaigns.
Transition Statement
For detailed implementation steps and best practices, download the comprehensive EA Salesforce Integration User Guide available below.