The Zomentum and Salesforce integration combines Zomentum's sales engagement tools with Salesforce's CRM capabilities. This seamless connection allo...
Tue, 3 Oct, 2023 at 7:17 AM
Q: What are the key benefits of the Salesforce Zomentum Integration? A: The key benefits include: Seamless Opportunity Sync: Opportunities created in Zome...
Fri, 29 Sep, 2023 at 12:46 PM
This document describes the process to add the PartnerAlign subscription component to lightning pages. Go to Setup -> Object Manager -> <Objec...
Fri, 29 Sep, 2023 at 12:44 PM
This document helps you set your organization-wide address for the Salesforce integration: Perform the following steps: Go to Setup -> Search fo...
Fri, 29 Sep, 2023 at 12:42 PM
his document describes the process of adding PartnerAlign fields to Account, Contact, and Opportunity layouts. Perform the following steps: Go to S...
Fri, 29 Sep, 2023 at 12:41 PM
This document describes the process to configure Webhooks. Webhooks are required to receive data from Partner Align to Salesforce. Approach the Partner...
Fri, 29 Sep, 2023 at 12:36 PM
This document describes the process to create a PartnerAlign site. This site will be used to receive data from Partner Align into Salesforce. For Partn...
Fri, 29 Sep, 2023 at 12:35 PM
This document describes the process to configure flows to send data from Salesforce to PartnerAlign. If the flows are not configured properly, the sync ...
Fri, 29 Sep, 2023 at 12:16 PM
This document describes the process to configure user mappings. Perform the following steps: Go to “User Mappings” tab in Partner Align app in Salesfor...
Fri, 29 Sep, 2023 at 12:10 PM
This document describes the process to configure opportunity stage value mappings. Go to the “Object Mappings” tab in the PartnerAlign app of Salesforc...
Fri, 29 Sep, 2023 at 12:04 PM
