Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
Powered by GitBook
On this page
  • Connect in the Tourial App
  • Step 1: Connect your Salesforce account to Tourial
  • Click Allow Access on the Salesforce verification page
  • Next you need to install the SFDC package
  • Turn on Engagement Activity

Was this helpful?

  1. Integrations

Salesforce

PreviousHow to Create a Pardot Dashboard to Measure Tourial's ImpactNextLeads Forms in Salesforce

Last updated 1 year ago

Was this helpful?

There are 2 Core Integrations with Salesforce:

  1. Lead Forms

  2. Engagement Data

For either, you'll need to begin by setting up the connection between Tourial and Salesforce.

If you plan on using Salesforce lead forms, head to .

Connect in the Tourial App

Step 1: Connect your Salesforce account to Tourial

From your , click Connect to begin the authentication process

Click Allow Access on the Salesforce verification page

Next you need to install the SFDC package

Turn on Engagement Activity

Once you've successfully connected your Salesforce account, you'll be redirected back to the Integrations page in the Tourial app.

Now, click Manage Integration >> Settings to get to Salesforce settings page.

In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.

To ensure Tourial engagement data is captured and sent to Salesforce, select Engagement Activity ON. This must be done before engagement activity can send to Salesforce.

➕
Lead Forms in Salesforce
integrations page