Salesforce.com Installation Guides

This document explains the steps required to enable your Lead Liaison account to synchronize data with your Salesforce.com account.

Based on your version, click the instructions here:

• Captello Lead Capture Installs
• Determining Salesforce.com Contacts
• Integration Prerequisites
• Disabling Incoming Leads, Contacts and Accounts
• Group Edition
• Editions with Person Accounts
• Import Salesforce.com Users
• Salesforce.com Custom Objects
• Salesforce.com Sandbox Instance
• Salesforce.com Security Token
• Granting Lead Liaison Login Access
• Installing Briefcase (Hot Prospects Dashboard)
• Professional, Enterprise & Unlimited Editions - For Event Marketing and Marketing Automation Installs
• QuickBooks and Salesforce.com Integration

To identify which edition of Salesforce.com you have do the following:

1. Go to Setup:
   
2. From the top left corner, search for Company Information and click on it

3. Look for Organization Edition