Articles on: Integration

How to sync Salesforce All Accounts to XTEN-AV?

To sync your Salesforce all accounts with XTEN-AV, first you need to connect XTEN-AV account with Salesforce account. There is a two ways to sync your Salesforce accounts with XTEN-AV.

For this, you have to go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Salesforce' option under the 'Integrations' tab. Select the 'Accounts’ option.

Choose Accounts that you would like to be pulled (downloaded) from salesforce into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button.

Click on the Sync Account button. Once clicked on it all your All accounts from Salesforce will be visible on the XTEN-AV account.

Go to the All Account page by clicking on the 'Accounts & Contacts' option from the left navigation menu.

To sync your Salesforce accounts with XTEN-AV, click on the 'Pull from Salesforce' button under the 'Sync' tab.

Select the account which you want to sync from Salesforce. and click on the 'Sync' button. Your Salesforce and XTEN-AV account will be synced in a while and you will get a notification.

Updated on: 01/06/2023

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