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Salesforce Quick Start Guides

Crownpeak DXM is a best-of-breed of platform that easily integrates with other platforms to provide a flexible way for customers to better meet their unique operational and strategic needs. 

These Quick Start guides demonstrate how to integrate with Salesforce in two examples - first with the built-connector and then using the template API.

Salesforce Connector

This tutorial demonstrates how to create a connector between Crownpeak DXM and Salesforce CRM that will generate leads. It also shows how to set up a form using the Web Content Optimization (WCO) module to personalise content based on lead data.

Salesforce Live Agent Integration

In this Quick Start we will integrate Salesforce Live Agent with Crownpeak DXM, empowering editorial teams to choose when and where they want to place the Live Agent function in their sites.



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