How to install the Dux-Soup package or Connector NX for Salesforce CRM
You'll need to install a Dux-Soup component to schedule Dux-Soup actions directly from Salesforce CRM, such as updating contacts, messaging 1st-degree LinkedIn profiles, enrolling profiles in drip campaigns, and sending connection requests.
Salesforce Enterprise users can install the full package from the CRM Connections page in Dux-Dash. This version supports both individual Contact actions and bulk actions on Contact lists. Other users can install a single-component version via this link, which supports only actions on individual Contacts.
If you’re using the Enterprise Edition, follow steps 1–5. All other users, please start from step 3.
- Go to the CRM Connections page, select the Salesforce Connector, and click on the 'Install Package' button:
- Choose whether to install it for CRM admins only, all users, or specific users.
- Once installed, you can go to your Salesforce Contacts page and open any contact. Then, click on the Setup Menu gear icon and click the 'Edit Page' button:
- Scroll down the menu on the left side and select the 'duxSoupConnectorNX' custom element. Then, drag it to the Contact page layout in the centre and save the changes. Non-Enterprise users should select the 'duxSoupConnector' element instead.
- Refresh the Contact page, and you should now see Dux-Soup actions available directly within the Contact record. These actions can be initiated by anyone who has access to the contact.
Enterprise Edition users can also enable bulk Dux-Soup actions on a Contact list.
You can access Salesforce CRM integration if you have Dux-Soup Turbo or Cloud.