Salesforce (Professional) 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 Contacts
• Integration Prerequisites
• Disabling Incoming Leads, Contacts and Accounts
• Group Edition
• Editions with Person Accounts
• Import Salesforce Users
• Salesforce.com Custom Objects
• Salesforce.com Sandbox Instance
• Salesforce 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 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