Salesforce

How to connect your Salesforce account to snapADDY
Go to the settings in snapADDY Grabber Click on "Salesforce" and on "Connect to Salesforce" A browser windows opens. Log into...
Wed, 13 Dec, 2017 at 5:05 PM
How does snapADDY support the different record types in my Salesforce account?
If you use various "record types" in your Salesforce account, and if you want to use these while using snapADDY Grabber, please note the following...
Mon, 26 Jun, 2017 at 10:55 AM
How does the snapADDY Updater for Salesforce work?
With the snapADDY Updater for Salesforce, you can directly update your contacts in your CRM system.  Log into Salesforce. Select a lead, acco...
Tue, 10 Apr, 2018 at 4:34 PM
I am getting the error "INVALID_SESSION_ID: Session expired or invalid"
Error description: You connected succesfully to salesforce. When you try to export for the first time the following error message appears: "INVALID_SES...
Fri, 30 Jun, 2017 at 8:22 AM
Default CRM mapping for Salesforce
The following standard fields can be exported from the snapADDY Grabber to Salesforce without additional CRM mapping. If you would like to transfer further...
Fri, 25 Aug, 2017 at 9:14 AM
The Lead Owner is not filled in correctly. How can I bypass a Lead Assignment Rule?
When you export a Lead from snapADDY to Salesforce and the Lead Owner is not filled out correctly, the reason usually is a Lead Assignment Rule. This is a s...
Tue, 30 Jan, 2018 at 1:58 PM
Where can I find the Campaign ID in Salesforce?
1. Please log in with your Salesforce Account. 2. Afterwards, click on the Button "Campaigns" and choose the Campaign you want.  3. Now you ...
Thu, 9 Nov, 2017 at 9:24 AM
Error message: INVALID_FIELD: No such column 'MobilePhone' on sobject of type Lead
An attempt is made to export the "MobilePhone" field to the "Lead" entity. However, the field does not exist. To solve the problem, remo...
Tue, 10 Apr, 2018 at 4:46 PM
Where can I find the UserIDs in Salesforce?
1. Log in to Salesforce with your account first. 2. Then select the "Reports" tab. 3. Click on "New report" in the upper right cor...
Mon, 19 Mar, 2018 at 10:05 AM
Recommendation for the VisitReport connection via a custom object
How do I create the Custom object needed for VisitReport? Open the Salesforce setup and open the Object Manager. Click on "Create&...
Wed, 4 Apr, 2018 at 4:23 PM