7.7.11.1 How to set up and test a Custom Integration to ADvendio Connect?
Version | 2.165 and up |
---|---|
License Plan / Edition | ADvendio One |
Steps to Create and Setup Custom Integration
Step 1: Prepare Salesforce Configuration and Record Types
Use a record type called: CUSTOM on the object Connection, Connection ID & Ad Type
Important:
Make sure you have sufficient permissions updated for this action
You might want to create custom page layouts for the fields
Step 2: Setup Custom Integration
How do you set up the connection to Custom Integration in ADvendio?
To start using the ADvendio Custom Integration, you will need to set up a new record type Custom.
Please, follow the steps below:
In the main ADvendio menu search and click on the Connections option
Create a new connection record by selecting the option “New”
Select CUSTOM as a new record type
A window New Connection: CUSTOM will open, enter data in the field “User Name” (mandatory), a password, etc.
Fill in necessary fields needed for your integration: user name, password, etc