Integration Troubleshooting Series: Salesforce

Integration Troubleshooting Series: Salesforce

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About this course

The Integration Troubleshooting Series is a series of self-guided integration videos to assist administrators with their ZoomInfo integration.  Included in this series are videos demonstrating how to connect the integration, export settings, mapping, integration customizations, and common questions or troubleshooting steps about the integration.

Curriculum1 hr 30 min

  • Salesforce (Connector Only) 0 hr 5 min
  • Salesforce (Connector + NA Install) 0 hr 10 min
  • Adding the ZoomInfo Lightning Component 0 hr 5 min
  • Add the ZoomInfo VisualForce Page in SF Classic 0 hr 5 min
  • Export Scoops and/or Intent into Salesforce 0 hr 10 min
  • Set Up and Use Filtering 0 hr 10 min
  • Custom Mapping - Record ID Type 0 hr 5 min
  • ZoomInfo Reports & Dashboards in Salesforce 0 hr 5 min
  • Set-up & Use Dashboards 0 hr 5 min
  • Best Practices for Your Salesforce Admin 0 hr 10 min
  • ZoomInfo Chrome Extension Overlay in Salesforce 0 hr 5 min
  • SF Lightning - ZoomInfo Tab 0 hr 5 min
  • Using Your Advanced Search SF 0 hr 5 min
  • SF Classic - Inline Page 0 hr 5 min
  • Course Feedback
  • Survey

About this course

The Integration Troubleshooting Series is a series of self-guided integration videos to assist administrators with their ZoomInfo integration.  Included in this series are videos demonstrating how to connect the integration, export settings, mapping, integration customizations, and common questions or troubleshooting steps about the integration.

Curriculum1 hr 30 min

  • Salesforce (Connector Only) 0 hr 5 min
  • Salesforce (Connector + NA Install) 0 hr 10 min
  • Adding the ZoomInfo Lightning Component 0 hr 5 min
  • Add the ZoomInfo VisualForce Page in SF Classic 0 hr 5 min
  • Export Scoops and/or Intent into Salesforce 0 hr 10 min
  • Set Up and Use Filtering 0 hr 10 min
  • Custom Mapping - Record ID Type 0 hr 5 min
  • ZoomInfo Reports & Dashboards in Salesforce 0 hr 5 min
  • Set-up & Use Dashboards 0 hr 5 min
  • Best Practices for Your Salesforce Admin 0 hr 10 min
  • ZoomInfo Chrome Extension Overlay in Salesforce 0 hr 5 min
  • SF Lightning - ZoomInfo Tab 0 hr 5 min
  • Using Your Advanced Search SF 0 hr 5 min
  • SF Classic - Inline Page 0 hr 5 min
  • Course Feedback
  • Survey