Your step-by-step guide to configuring your integration

IMPORTANT This first guide is to sync your Salesforce contacts to Ecanvasser. If you what to only Sync Leads from Ecanvasser to Salesforce, please view Here

a. In the Ecanvasser dashboard, navigate to the App Store page and click on the Salesforce app

b. Next click the INSTALL SALESFORCE button

c. You will automatically be brought to the Salesforce login page, enter your Salesforce username and password to proceed:

d. Click ALLOW to grant Ecanvasser access to your Salesforce account:
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Review and update your integration settings. Select Contacts this will sync your contacts from Salesforce to Ecanvasser

​NOTE : We advise that you use Salesforce list views to segment the contacts that you need to import into Ecanvasser. Follow this guide to creating custom list views in Salesforce.

Review and update the field mappings of your Ecanvasser database to any field on your Salesforce Contact fields, including custom fields:

a. Navigate to your Salesforce account and go to the Setup page

b. Go to "Objects and Field" and click "Object Manager"

c. Locate the custom object called "Interaction" and click on the object.

d. Next navigate to "Fields & Relationships" for the Interaction object

e. For each field that you need to see in the Interaction form, select that field label and:

f. Click on "Set Field-Level Security"

g. Click the checkbox for the Profile(s) that you need to grant permission to view that canvass field and click Save

a. To control the display of fields within the Canvass view, go to "Page Layouts", and select "Canvass Layout". 

b. Under the "Canvass Layout" page, drag and drop any field that is of interest to you from the top to the "Interaction Detail" area.

This guide is for Syncing only Contacts you have marked as a lead in Ecanvasser to your Salesforce account.

Create a Dynamic list in Ecanvasser that uses the criteria you need for contacts to be identified as a lead that needs to be synced to salesforce

For more on Dynamic lists Click here

a. In the Ecanvasser dashboard, navigate to the App Store page and click on the Salesforce app

b. Next click the INSTALL SALESFORCE button

c. You will automatically be brought to the Salesforce login page, enter your Salesforce username and password to proceed:

d. Click ALLOW to grant Ecanvasser access to your Salesforce account:
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Review and update your integration settings. Select Leads this will allow Contacts from your Ecanvasser database to sync to Salesforce once marked as a lead.

Select Automatically update your salesforce contacts with changes from Ecanvasser.

If you would like to learn more, you can reach out to support@ecanvasser.com