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: 03/28/2023

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