Enablix & Salesforce - Integration Overview
With Enablix's Salesforce integrations, not only make Enablix accessible right from Salesforce, but tailor your team's experience to show them relevant content in opportunities (even accounts).
- Enablix Tab in Salesforce
- Data Sync (Accounts & Contacts)
- Content Activities
- Enablix Tab in Revenue Objects (Custom Package)
To complete these integrations, you will need to be both an Enablix Admin and Salesforce Admin. To learn more, please contact your Enablix CSM or email our support team (help@enablix.com).
Enablix Tab in Salesforce
This integration allows your users to access Enablix directly from Salesforce.
Data Sync (Accounts & Contacts)
Everyday Enablix will sync with Salesforce to identify new or updated accounts and contacts.
You can also tag content that's account specific. For example, when searching for content related to Bank of America, you can see these 6 assets populate.
Content Activities
When Enablix captures the visitor activity, users can view engagement right from Salesforce on the account and contact pages.
Enablix Tab in Revenue Objects (Custom Package)
Unlike the other three integrations above, this integration is a custom built package specific to your environment.
Example of displaying curated content for specific opportunity:
Example of displaying tagged content for an account on the account's page:
