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For Salesforce (Premium), which allows you to have more options (such as campaign filters and creating tasks), refer to Salesforce (Premium) Installation Guides .

API Information

API used: Salesforce REST API (v61.0)

Duplicate checking method: REST API running a SOQL query against the Lead and Contact objects.

Sync Flow Diagram

The following diagram shows the data flow from Captello to Salesforce.

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Connecting your Salesforce Account

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