Salesforce
Connect Salesforce so agents can read your accounts, contacts, leads and opportunities.
Where
Integrations → Salesforce
You'll need
A Salesforce account
Result
Agents work from your Salesforce
What agents can do
- Find accounts, contacts and leads
- Read leads, opportunities and your pipeline
- See deal activity: tasks, events and emails
- Assign a lead to an owner, after you approve
Agents only make changes when their permissions allow it. See Control what agents can do.
Connect
1 Open Integrations → Salesforce
2 Select Connect
Sign in to Salesforce and allow access.
3 Enter your Salesforce domain, if asked
Use the address your team signs in at, like https://your-company.my.salesforce.com. Sandbox domains work too.
4 Share it with your team
Optional, for admins. Select Share with organization so your teammates' agents can use it too.
Good to know
- To add people from Salesforce to your Directory automatically, share the connection with your team. A personal connection stays private to you.
Disconnect
In Integrations → Salesforce, Disconnect removes your own connection. To remove the shared one for everyone, an admin selects Stop sharing with your team.
What did you think of this content?