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: 02/26/2026