Articles on: Integration

How to connect with Salesforce?

  • To connect your Salesforce account with XTEN-AV, click on the Settings option in the top right profile area.



  • Once you click on it, you will find the Salesforce option under the Integrations tab.



  • Click on Connect With Salesforce. You will then be redirected to the Salesforce website.



  • Log into your Salesforce account to authenticate.



  • Click on ALLOW to permit XTEN-AV to access your Salesforce data.



  • Once XTEN-AV is connected with your Salesforce account, all your accounts, contacts and opportunity data from Salesforce will be visible on the XTEN-AV platform.




Updated on: 09/08/2026

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