DocumentationCommerceCommerce Intelligence User Guide

Connect Salesforce

Last update: Tue Jul 25 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • Developer
  • User

NOTE
Requires Admin permissions.

Connecting your Salesforce data enables a range of analyses, from scoring and optimizing leads to hitting your goals for converted opportunities.

IMPORTANT
The Salesforce connector requires that you have Salesforce API access as part of your Salesforce subscription. Verify that this is enabled before getting started.
  1. To add the Salesforce integration to your account, navigate to the Connections page under Manage Data > Connections.
  2. Click Add a Data Source, located on the right side of the screen above the Data Sources table.
  3. Click the Salesforce icon.
  4. Click Connect to Salesforce.
  5. Enter your Salesforce credentials and click Login to Salesforce.

Related:

If you are a little more tech-savvy, the Salesforce API Documentation can be a useful resource for learning more about how Salesforce is integrated with Commerce Intelligence.

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