Sync Vision Events to Salesforce
The integration package allows iHance Vision to export activity information (website sessions and file download) into your Contact & Lead records in Salesforce.com; completing Step 1 is necessary for this to begin.
Steps 2-4 customize your Salesforce interface to link back to Vision and embed the iHance Vision user interface in a custom Salesforce tab.
Please email firstname.lastname@example.org when finished so we can enable data export.
- Install the integration package:
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
Go the Setup > App Setup / Customize / Activities / Event Page Layouts and Click "Edit" for the Event Layout
Add the "File Count" and "Page Count" fields to the layout. Note – Professional Edition users must add these plus the "IhanceId" field. Save the page layout.
- Add the "iHance" tab to your tab set (recommended)
Click the right arrow at the right-hand side of your tab, then click "Customize My Tabs" Add iHance to your tabset, then click "Save".
- Add the "View this Contact in iHance" custom link to the Contact page layout (optional)
Go the Setup > App Setup / Customize / Contacts / Page Layouts
Click "Edit" for the Contact Layout
In the right-hand "View" area, select "Contact Custom Links" from the drop-down Add the "View this contact in iHance" link to the page layout.
Save the page layout.
- Repeat Step 4 for Leads (optional)
Find our most recent release notes.
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