Salesforce

• Salesforce: How to Integrate

  Salesforce Integration Setup Video Overview Zingtree and Salesforce play well together.  Using the Zingtree integration you can add scripts to your cases that will guide an agent to the proper sol...

• Inserting or Updating Salesforce Objects

  If you are launching Zingtree decision trees from within Salesforce, you have the ability to update Salesforce objects from any node of your tree. You can also add new Cases or other objects if you...

• Adding Zingtree Session Data to Salesforce Forms

  This article covers importing the results of a Zingtree session into a form in Salesforce. With just a little JavaScript magic, you can now add Zingtree data invisibly into your custom “Create Lead...

• Send Email using Salesforce Email Templates

  This article outlines the process to allow a decision tree integrated with a Salesforce record to use your Salesforce Email Templates. These emails are sent via Salesforce rather than a Zingtree em...