Pssst.. here's a video in case you don't feel like reading through the steps!
Connecting your Data Source
1. Navigate to "Data Sources" in the User Menu.
2. Scroll to the "Salesforce" integration and click to connect.
3. Authorize Access to Salesforce Data.
To initiate your Salesforce connection, you’ll be asked to authorize the integration within Salesforce.
You'll then see a message that says "Configuring", followed by a "Success" message
You’re all set! You should now see Salesforce listed as an Active Integration on your integrations page.
Pausing Setup
If at any point you step away from setting up your integration, you'll find a button that says "Finish Connecting" that will take you back to wherever you left off:
Salesforce Fields
When you integrate Salesforce with Crossbeam, you can add or remove any fields that you’d like through the Salesforce Settings page.
These are the most common fields used:
Account
OPPORTUNITY
- Amount
- Close Date
- Open Date
- Sales Stage
CONTACT
- Id
- Contact Email
- Contact Name
- Contact Phone
- Contact Title
- Contact Created At
ACCOUNT
- Id
- Account Name
- Account Website
- Account Type
- Account Created At
USER
- Account Executive Name
- Account Executive Phone
- Account Executive Email
Lead
LEAD
- Id
- Lead Name
- Lead Phone
- Lead Email
- Lead Title
- Lead Created At
USER
- Account Executive Name
- Account Executive Phone
- Account Executive Email
Managing your Salesforce Connection
Once Salesforce is connected, find out how to manage your connection.
If you run into any issues, find out how to troubleshoot your connection.