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CartoDB / RevOps

Sales and marketing operations team repo.
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Apollo Integration #348

Closed ruipperez closed 1 year ago

ruipperez commented 2 years ago

Opening this to have it in our repo.

@JoeCasilli Please add here any documentation you might have for this integration

ruipperez commented 2 years ago

https://support.apollo.io/hc/en-us/articles/115003131351-Connect-Configure-Salesforce

https://support.apollo.io/hc/en-us/articles/360004707252-Get-Started-Guide-for-Your-Role

ruipperez commented 1 year ago

Workaround with imports as it's only 1 license and too much SF customisation.

Link to drive folder and template: https://drive.google.com/drive/u/0/folders/1kTnLs2OUOlTjqD6QYw4kWkNIjSiuQrhb

ruipperez commented 1 year ago

Contract: https://drive.google.com/drive/u/0/folders/1kTnLs2OUOlTjqD6QYw4kWkNIjSiuQrhb SF doc: https://knowledge.apollo.io/hc/en-us/articles/4414356051725-Connect-Apollo-to-Your-Salesforce-Account Video: https://www.loom.com/share/39b08e7f03e544d8b04c7e7b009116fc