Portfolio
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  1. SaaSquatch
  2. Integrations
  • Technical Writing

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  • Atryum
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        • Invocable Methods
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        • Recurly
        • Tango Card
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Table of Contents

  • Salesforce
  • Other
  1. SaaSquatch
  2. Integrations

SaaSquatch Integrations

Feature Documentation

Feature Documentation
User Guides
Integrations
Salesforce
CRMs
Stripe
Recurly
Tango Card
Payment Providers
Reward Providers
Referrals & Attributions
eCommerce
Software as a Service
Marketing Technology
SaaSquatch

During my tenure at SaaSquatch, I became the company Subject Matter Expert for many of our custom integrations, including our integration for Salesforce which I helped develop.

Please note that these guides were written between 2018 – 2022, and as such, the archived documentation below may not reflect the current functionality of the third-party software.

Salesforce

Before I worked at SaaSquatch, I had never used Salesforce (SFDC). Very quickly after onboarding, I helped develop our SFDC integration during my time as a Solutions Architect as part of custom work for a client.

Below are a few samples of the guides I produced to assist with custom implementations utilizing our SFDC integration:

Saasquatch + SFDC: Using Invocable Methods in Process Builder
SFDC Integration
I owned this entire guide from start to finish.
SaaSquatch + SFDC: Attribution via Contact Loookup
SFDC Integration
I owned this entire guide from start to finish.
SaaSquatch + SFDC: User & Account IDs
SFDC Integration
I owned this entire guide from start to finish.
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Other

Below are a few samples of the guides I produced to assist with custom payment provider and rewards integrations, written based on provided Cucumber specs and several independent UATs I performed in order to understand the features fully:

Stripe Integration Install Guide
Payment Provider Integration
I owned this entire guide from start to finish.
Recurly Integration Install Guide
Payment Provider Integration
I owned this entire guide from start to finish.
Connect Your Tango Card Account to SaaSquatch
Reward Integration
I owned this entire guide from start to finish.
No Matches Found
SaaSquatch
Invocable Methods
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