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Prerequisite
Install the Send2CRM EssentialsConnector Salesforce package:https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDo0000000zimIAA
Send2CRM Connector on AppExchange
We recommend installing the package for admin users only. The necessary permissions can be easily applied using the included permission set.
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Advanced, Advanced Plus, Enterprise Product Tiers
After installation of the Essentials Connector package above, install the Send2CRM Analyticspackage:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDo0000000zirIAASend2CRM on AppExchange
Again this should be installed for admin users only. The included permission sets should be assigned after installation.
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This documentation includes all functionality available in both packages. If you’ve only licensed the EssentialsSend2CRM Advanced, items related to visitor analytics and full website personalization will not be available. |
Next Steps
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