Integrating with Salesforce is an incredibly simple process which can be completed in seconds. 

Looking to integrate with GeckoChat? Click here.

Process

  • Log in to Gecko.
  • Navigate to Settings > Integrations.
  • Click + New Integration and choose to integrate with Salesforce.
  • Click Connect with Salesforce, enter your Salesforce login details and click to Log In

You'll then be auto-redirected back to your brand-new Salesforce integration in Gecko. 

Salesforce Sandbox Integration

  • Log in to Gecko
  • Navigate to Settings > Integrations
  • Click + New Integrations and choose to integrate with Salesforce
  • Ensure to Select Environment "Sandbox"
  • Click Connect with Salesforce, enter your Salesforce login details and click to Log In.

Target X - Events Module

  • Log in to Gecko
  • Navigate to Settings > Integrations
  • Click + New Integrations and choose to integrate with Salesforce
  • Contact Module - Contact
  • Event Module - Target X Organization Events
  • Environment - "Sandbox/Production"
  • Click Connect with Salesforce, enter your Salesforce login details and click to Log In.

If you are looking to change to Target X event module, please do get in touch with the support team.

To beginning mapping attributes in Salesforce to Contact Fields within Gecko, simply head into your integration and click on the attribute you'd like to map.

Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.

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