Integrations & Connectors

Integrations - general information

• What are Integrations?
• Installed integrations
• Available integrations
• How Templafy Integrations Enable Connected Content

Packaged integrations

• Datatypes and limitations with Salesforce App and Data Connectors
• Salesforce and Templafy integration
• SharePoint and Templafy integration
• Microsoft Teams and Templafy integration
• Google Workspace and Templafy integration

Connectors - General

• What are Connectors?
• Content Connectors
• App Connectors
• Delivery Connectors
• Data Connectors

Content Connectors

App Connectors

• How to configure the Templafy Library Taskpane in Google Docs, and Slides
• How to enable Google Drive App Connector?
• How to enable a Custom App Connector?
• How to enable Salesforce App Connector?
• How to enable SharePoint App Connector?

Delivery Connectors

• How to enable Engage Delivery Connector?
• How to enable a Custom Delivery Connector?
• How to enable Google Drive Delivery Connector?
• How to enable Highspot Delivery Connector?
• How to enable Salesforce Delivery Connector?

Data Connectors

• How to enable Salesforce Data Connector?
• How to enable Microsoft Dynamics Data Connector?
• How to enable Microsoft Graph Data Connector?
• How to enable Microsoft SQL Server data Connector?
• How to build a Custom Data Connector?

AI Connectors (beta program)

• How to enable Azure Open AI?