Salesforce Integration Instructions (Released July 23, 2020)
The following Salesforce Integration Instructions sections were updated:
| • | The Application Access integration task now stores the following information: |
| • | User Last Login |
| • | New Accounts |
| • | Account History |
| • | New Campaigns |
| • | Campaign History |
| • | New Cases |
| • | Case History |
| • | New Contacts |
| • | Contact History |
| • | New Leads |
| • | Lead History |
| • | New Opportunities |
| • | Opportunity History |
| • | New Contracts |
| • | Contract History |
| • | New Solutions |
| • | Solutions History |
| • | New Tasks |
| • | The Minimum Permissions Required are now System Administrator. |
| • | The entire Integrating Salesforce with SaaS Manager section was updated to reflect the current integration. |