Implementation Best Practices
Follow these steps to get your Totango up and running
Step 1: Integrate Totango into your web-application
Totango needs to established a data-feed from your web-application in order to populate your engagement database and determine user engagement levels. A developer from your team will need to use the Totango SDK for this.
- Direct your developers to the Developer’s section for tech-documentation
Step 2: Integrating with Salesforce.com (Optional)
If your organization uses Salesforce.com you will want to integrate it with Totango and enable the two systems to seamlessly share data. This will create a bi-directional link whereby data from Salesforce can be used within Totango and Totango engagement insights made available with Salesforce.com
- Overview and Basic Installation Instructions
- Totango has a wide variety of options to match its data-model to your Salesforce setup. For example, it can bind Totango User information with individual SFDC contacts, and Accounts with SFDC Accounts, Opportunities or any Custom Object you have defined. Read about the Totango and Salesforce binding rules to learn more about advanced options.
- If your Customer Success Team uses Salesforce, consider configuring the Totango Salesforce Customer Success Dashboard and help them better manage their daily workflow
Step 3: Configure Totango Rules and Alerts
Now that you have all the right data in Totango, it’s time to setup your customer journey, risks and alerts