Follow these steps for an effective MarketLink installation in Salesforce sandbox and production environments.
Read this guide in its entirety to help you through setup, customization, and ongoing maintenance of MarketLink for Salesforce. There are many tips and best practices throughout to help you turn your CRM system into a powerful business management and growth engine.
Determine which Salesforce fields you want to map to ISS - Institutional Shareholder Services fields for Accounts, Contacts, and Leads and create any custom fields needed according to the data types provided.
Refer to our Audience Criteria checklist, tips and best practices, and step-by-step instructions to create your target market and add new firms and reps in Salesforce.
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