Salesforce
You can now manage your more advanced Salesforce integrations within CustomerGauge, allowing you to pull, flag, and push multiple objects at once. Pleas...
Thu, 21 Dec, 2023 at 1:59 PM
Table of Contents Integration Details Authentication Integration Details The first step of setting up your Native Integration, is to g...
Thu, 21 Dec, 2023 at 2:04 PM
In the Pull Criteria tab, you can configure which data you'd like to get from Salesforce, and add into CustomerGauge. To help you on your way, this art...
Thu, 21 Dec, 2023 at 2:04 PM
In the Flag Criteria tab you can configure how to mark ("flag") records in Salesforce with a value, indicating that you have pulled them. This is...
Tue, 20 Feb, 2024 at 12:49 PM
Pull Diagnostics To view your Pull History, simply click on the number in the Total Pulls column in the My Integrations section. Please note that this num...
Tue, 20 Feb, 2024 at 12:49 PM
Introduction In this support article, you can find some simple, common, integration examples, to serve as inspiration. While simple queries, if you combin...
Thu, 21 Dec, 2023 at 2:13 PM
Sometimes things don't go quite according to plan. To help you resolve those situations, consult the scenarios below. Can't find your situation? We&...
Thu, 21 Dec, 2023 at 2:13 PM
If your company is already using Salesforce for Case Management, you probably want to set up a synchronization from Salesforce to CustomerGauge. That way, y...
Fri, 11 Aug, 2023 at 5:17 PM