Advice and answers from the Engagio Team
Connect Salesforce
Salesforce Requirements
Step 1: Add the Salesforce AppExchange Package
Step 2: Obtain Your SFDC Credentials
Step 3: Create the Salesforce Integration in Engagio
Step 4: Adding Engagio Fields to the Salesforce Layouts
Step 5: Native Engagio Charts in Salesforce (Visualforce)
Step 6: Add Engagio as a tab in Salesforce
Reviewing Engagio's Updates to SFDC
Checking SFDC Field Level Permissions
