We recently connected Salesforce into our CC so we could see the engagement dashboard in analytics but there is no data yet. Where can I find the toggle for Import Salesforce Account data to Customer Communities?
I’m not sure what we’re missing, any insight would be amazing. Thank you!
Best answer by Kenneth R
Hi
+7I don’t actively use that dashboard, so I’m not exactly sure. I expect that it’s likely just a delay in the data syncing (I think that happens every six hours.)
One tip I have (that may help with this but is mostly just a best practice) is that the Salesforce integration only works when it can match a community member to a contact in Salesforce. So if you want the community data to write to Salesforce and vice versa: the salesforce data to inform the Engagement dashboard, you should automate ensuring that a contact exists for those who sign up for the community. And I recommend an audit of existing users as well.
+5Hi
+5Hi
Thank you so much for your assistance! I see it now 😊
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