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, we bring in a default set of fields for your Account and Leads tables, listed below. You can also add any additional fields that you’d like through the Salesforce Settings.
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.