Custom 3rd Party Integration
SFDC + SaaSquatch
Background
Before I worked at SaaSquatch.com, I had never used .
Within the first year of my tenure there, I became the Support team’s Subject Matter Expert for our custom SFDC integration. As a Solutions Architect (Customer Implementations/Technical Onboarding), I acted as the primary technical contact for both installations of the SaaSquatch product suite and our many third-party integrations, including SFDC.
Below are a few samples of the guides I produced to assist with custom SFDC integrations, as well as to serve as documentation for the feature and its complex functionality.
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This guide details the process of using SDFC functionality to map certain user fields so that they could be used with the following:&@SaaSquatch + SFDC: Attribution via Contact Lookup@SaaSquatch + SFDC: Using Invocable Methods in Process Builder
SaaSquatch + SFDC: Attribution via Contact Lookup
Author
This guide details the process to set up sync of information from SFDC back to the SaaSquatch product (creating a referral attribution, or connection).
SaaSquatch + SFDC: Using Invocable Methods in Process Builder
Author
This guide details the process of using SDFC functionality to send REST API calls containing information about users and user events back to SaaSquatch.
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