PUBLITRAC and Salesforce are compatible for a complete synchronization of leads, contacts and campaigns. There are many options available such as the fields to synchronize, the direction of synchronization, custom fields, and page layouts. (See documents at the end of this article).

Initial configuration

Client must complete a small questionnaire provided by Publipage to decide which option they want for their synchronization.

It asks for fields mapping choices, custom fields, full initial synchronization, and other options.

The document is named Salesfore-Integration-en.docx and must be completed by the client in order to complete the configuration.

Installation of the Publitrac APEX package

Once the configuration is done, the client must install the APEX package developed by Publipage.

a.First, choose the user with which you will install the package.

Note that all new leads pushed from PUBLITRAC to Salesforce will have their ‘owner’ set with the installing user. It is the responsibility of the client to dispatch the new leads to their respective owners inside Salesforce.

b.Here are the installation links depending of the Salesforce Editions:

Group Edition:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA00000002vXU

Professional Edition:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA00000002vXP

Enterprise Edition:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA00000002vXP

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