Platform Setup and Configuration
Information on available platform configuration settings and installation guides.
- Account Insights: SFDC Installation Guide
- Account-Based Visitor ID Tracking Code Implementation Guide
- Salesforce Sales Insights Install Guide
- Enabling Terminus Lead-to-Account Mapping in Salesforce
- How to Track Ungated Content In Terminus Hub
- How to Add the Digital Attribution Script on UberFlip
- How to Install the Digital Attribution Code
- Hub Configuration Survey Guide: List-Based CRM Users
- Hub Configuration Survey Guide: Salesforce Users
- List-Based Hub: Feature Guide
- Using an SFTP Server to Deliver List Data to Terminus
- Data Requirements for List-Based Hub
- Impact of Optional Data for List-Based Hub
- Using Dropbox to Deliver List Data to Terminus (List-Based Hub)
- Overview of the Hub Configuration Page
- Enabling Lead-to-Account Mapping in Terminus Hub
- Customizing Account Hub Columns
- How to Verify that a Salesforce Integration User is API Enabled
- How to Configure Sales Activity in the Account Hub
- How Do I Backdate Campaign Member Responses?