To connect your Salesforce account with XTEN-AV, please click on the ‘Account Preferences’ option in the drop down menu, placed in the top right corner to begin.

Click on “View” and you will be shown a popup where you have to 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.

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