Salesforce

Ross Nordeen -

 

Currently, Handshake supports integration with salesforce in one of two ways:

  1. Export and Import
  2. Custom API integration 

 

Export / Import

At a high level, this method involves two steps:

  1. Exporting your data from Handshake using "Handshake Insights" our reporting tool
  2. Importing your data into Salesforce using a Salesforce data importer tool such as https://dataloader.io/

Please reach out to your account manager for further details on setting up an integration like this.  

Custom API Integration 

To do a custom API integration, you can work with our API docs here.  Please reach out to your account manager to discuss further options.  

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