Integrating Demo Data with Deals

To ensure accurate representation and association of demo data with the right opportunities on your deal pages, Walnut employs two primary methods. This article provides insights into how you can feed demo data into the Deal dashboard effectively.

Connecting Manually Used Demos to Opportunities:

• To manually link demos to opportunities, follow the steps outlined here

Adding Identification Method to Your Demos:

• The automatic matching of demo views to Salesforce objects relies on demo viewers providing their email addresses.
  • Learn more about adding identification methods to your demos here.
  • Explore how to associate demo views with Salesforce entities here.

By following these methods, you ensure that demo data seamlessly integrates with Deals, providing a comprehensive view of your opportunities and enhancing your overall deal management experience.