1. In impact.com, from the left navigation menu, select   [Menu] → Settings.
2. On the left, below Advocate Settings, select Integrations.
3. On the Salesforce card, select + [Expand], then select Enable Salesforce.
4. Select Log in with Salesforce and enter your Salesforce credentials.
5. Select Allow to give impact.com access to your Salesforce organization.

1. In the Salesforce AppExchange, go to the impact.com Partner Manager page.
2. Select Get It Now.
3. Follow the on-screen instructions to install the impact.com app.

If you experience any issues installing from AppExchange, you can find a direct link to the package from the Salesforce card in your Advocate integration settings.

1. Return to your Advocate program's Integrations page.
2. On the Salesforce card, select + [Expand] to expand the integration settings.
3. Select Sync Settings. Then, choose the Advocate program you want to connect and the sync frequency.
   • Only custom fields need to be set up in the sync settings. Basic lead and contact fields don't need to be mapped here.
4. Save your changes.

1. In your Salesforce account, open the impact.com integration, then navigate to the Impact Setup tab.
2. Input the required fields:
   
   • Impact account SID
   • Auth token
   • Program ID
3. Select Save.
4. In the Activate Data Sync section, toggle on the option to enable communication between Salesforce and impact.com.

1. In your Salesforce account, open the impact.com integration, then navigate to the Impact Field Mapping tab.
2. Ensure that the Salesforce field email is mapped with the impact.com field customerEmail.
3. Some fields are mapped automatically. You can map other fields as required. If you're not sure which fields to map, reach out to your impact.com-assigned Implementation Engineer or our support team for assistance.

1. In Salesforce, navigate to the Impact Event Triggers tab.
2. In the section Enable trigger event when a new record is created, use the toggles to choose which events will trigger a conversion event in impact.com when a record is created in Salesforce for that object.
3. In the section Enable trigger event when a field is changed, use the toggles to add triggers for an event, if you want impact.com to create a conversion (and thus, create an action) when a record of the specified event is modified.
4. Exit the impact.com integration and return to your main Salesforce dashboard.

1. In Salesforce, select the Leads tab.
2. In the upper-right corner, select [Settings], then Edit Object.
3. In the left navigation menu, select Page Layouts.
4. Select the layout you want to edit (e.g., Lead Layout).
5. From the layout panel at the top of the page, select and drag the Section field into the layout.
6. In the Section Properties window, enter a name (e.g., Advocate Information) and select a column style.
7. From the layout panel at the top of the page, select and drag the Referral Code and Referral Link fields into your new section.
8. Save your changes.
9. Return to the Leads tab and verify that the fields have been added to the layout.

You can add Advocate fields to your Contacts by following the steps above within your Contacts tab in Salesforce.

Work with your impact.com-assigned Implementation Engineer or reach out to our support team for help setting up flows. We recommend setting up two primary flows:

• Upserting a user via flow (required)
• Tracking events via flow (optional)

For general examples of each flow type, refer to Example Salesforce Flows for Advocate.