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.
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Click on “Connect With Salesforce.” You will, then, be redirected to the Salesforce website.
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Log into your Salesforce account to authenticate.
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Click on "ALLOW" to permit XTEN-AV to access your Salesforce data.
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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.
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Click on “Connect With Salesforce.” You will, then, be redirected to the Salesforce website.
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Log into your Salesforce account to authenticate.
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Click on "ALLOW" to permit XTEN-AV to access your Salesforce data.
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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.
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Updated on: 03/28/2023
Thank you!