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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1jp20i7.png)
Click on “Connect With Salesforce.” You will, then, be redirected to the Salesforce website.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_13o8q7y.png)
Log into your Salesforce account to authenticate.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1lipv67.png)
Click on "ALLOW" to permit XTEN-AV to access your Salesforce data.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_n78byn.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1n6x7lr.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1jp20i7.png)
Click on “Connect With Salesforce.” You will, then, be redirected to the Salesforce website.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_13o8q7y.png)
Log into your Salesforce account to authenticate.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1lipv67.png)
Click on "ALLOW" to permit XTEN-AV to access your Salesforce data.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_n78byn.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1n6x7lr.png)
Updated on: 03/28/2023
Thank you!