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Sync Legacy Vision Events to Salesforce

This integration allows Vision to export activity information (website sessions and file download) into your Contact & Lead records in Salesforce.com

Please email your InsideSales.com agent when finished so we can enable data export.

Install the integration package:

  1. https://sites.secure.force.com/appexchange/apex/listingDetail?listingId=a0N300000016Zw9EAE
  2. Click Get it Now and walk through the install, clicking Next until fully installed.

Add the File Count and Page Count fields to the Event page layout

  1. Go the Setup > App Setup > Customize > Activities > Event Page Layouts.
  2. Click Edit for the Event Layout.
  3. Add the File Count and Page Count fields to the layout.

    Professional Edition users must also add the IhanceId field.

  4. Save the page layout.

Recommended: Add the "iHance" tab to your tab set

  1. Click the arrow at the right-hand side of your tab, then click Customize My Tabs.
  2. Add iHance to your tabset.
  3. Click Save.

Add the View this Contact in iHance custom link to the Contact page layout (optional)

  1. Go the Setup > App Setup > Customize > Contacts > Page Layouts.
  2. Click Edit for the Contact Layout.
  3. In the right-hand View area, select Contact Custom Links from the drop-down menu.
  4. Add the View this contact in iHance link to the page layout.
  5. Save the page layout.
  6. Optional: Repeat steps 1-4 for Leads

Release Notes

Find our most recent release notes.

Forum

Our InsideSales.com community forum is coming soon.

Advanced Training Guides

Advanced training for the PowerDialer for Salesforce.

Have questions?

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