Connect Salesforce to Your eSpeakers Account

Connect Salesforce to Your eSpeakers Account

PRESENTER


eSpeakers EventCX event calendar can grab contacts from your Salesforce account, making it easy to use the two together: Salesforce to manage contacts and EventCX to manage events.
All you need is an eSpeakers PRO level account and a Salesforce account.
For your Salesforce account to have interaction with any third-party application (like eSpeakers), you must have the Salesforce API activated on your account. To use the API, your organization must be using one of the following Salesforce editions:
  1. Enterprise Edition
  2. Unlimited Edition
  3. Developer Edition
  4. Performance Edition
  5. Professional Edition (requires purchase of API access from Salesforce)
Salesforce Editions that cannot access any third party tools (including eSpeakers):
  1. Contact Edition
  2. Group Edition
Additional information at the Salesforce site ยป .


Connect to Your Salesforce Account

You'll need three things from your Salesforce account:
  1. Your Salesforce login (usually your email address)
  2. Your Salesforce password
  3. Your Salesforce API token
    SF API

    SF Setup
You can get your Salesforce API token (also called a security token) inside Salesforce starting at the SETUP link.
Once you have these three things from your Salesforce account, login .
  1. Choose username dropdown in upper right corner. Select SETTINGS, then CONNECT tab.
  2. Complete the Salesforce information.
All done with setup!


Once setup is complete, you can "grab" contacts from Salesforce in the exact same way you grab from other sources. On the contacts tab, click the GRAB button and enter a name to search for. Select a name from the results to attach a copy to the event.
SF Grab

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