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For differences between the Professional Connector and the Standard Connector, refer to https://leadliaison.atlassian.net/wiki/spaces/LL/pages/2807562242/Salesforce+Standard#Differences-Between-Standard-and-Professional-Connectors.
Differences Between The Standard and Professional Connectors
Standard | Professional | |
|---|---|---|
Can sync records to the Leads object | ✅ | ✅ |
Can sync records to the Contacts object | ✅ | ✅ (by converting leads to Contacts). |
Can create opportunities for Contacts | ✅ | ✅ |
Can add records to campaigns | ✅ | ✅ |
Duplicate management settings | ✅ | ✅ |
Time to sync records | Instantly | On sync cycles (5 minutes in between). |
Can connect multiple Salesforce accounts at once | ✅ | ⛔ |
Can connect sandbox accounts without Captello Support help | ✅ | ⛔ |
SSO authentication | ✅ | ⛔ |
Can create tasks for records | ⛔ | ✅ |
2-way syncing, cross reference filters and ROI syncing | ⛔ | ✅ |
Constantly syncs updates for synced records on 5-minute sync cycles. | ⛔ | ✅ |
Upcoming feature | ✅ | |
Can sync marketing emails to records as activities | ⛔ | ✅ (requires the Captello plugin) |
Switching from Salesforce (Professional) to Salesforce (Standard)
To switch from Salesforce Premium to Standard, follow the steps below:
Let your Captello representative know, so they can switch your license to the Standard connector.
Disconnect your Salesforce Premium Connector.
...
Connect your Salesforce account through the standard connector.
Map Captello fields to your Salesforce fields through the standard connector.
API Information
API used: Salesforce REST API (v61.0)
...
Navigate to ‘Setup > Integrations > Connectors’.
Scroll down to Salesforce (Standard).
Click on the drop-down of the desired account.
Click on ‘Revoke’
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Differences Between The Standard and Professional Connectors
...
Standard
...
Professional
...
Can sync records to the Leads object
...
✅
...
✅
...
Can sync records to the Contacts object
...
✅
...
✅ (by converting leads to Contacts).
...
Can create opportunities for Contacts
...
✅
...
✅
...
Can add records to campaigns
...
✅
...
✅
...
Duplicate management settings
...
✅
...
✅
...
Time to sync records
...
Instantly
...
On sync cycles (5 minutes in between).
...
Can connect multiple Salesforce accounts at once
...
✅
...
⛔
...
Can connect sandbox accounts without Captello Support help
...
✅
...
⛔
...
SSO authentication
...
✅
...
⛔
...
Can create tasks for records
...
⛔
...
✅
...
2-way syncing, cross reference filters and ROI syncing
...
⛔
...
✅
...
Constantly syncs updates for synced records on 5-minute sync cycles.
...
⛔
...
✅
...
...
Upcoming feature
...
✅
...
Can sync marketing emails to records as activities
...
⛔
...
✅ (requires the Captello plugin)
Switching from Salesforce (Professional) to Salesforce (Standard)
To switch from Salesforce Premium to Standard, follow the steps below:
Let your Captello representative know, so they can switch your license to the Standard connector.
Disconnect your Salesforce Premium Connector.
...
Connect your Salesforce account through the standard connector.
...
Map Captello fields to your Salesforce fields through the standard connector.
...