Salesforce Integration Videos

In this video, we’ll cover authenticating your Salesforce connection, an important first step to successfully start pulling and pushing information to and from Salesforce.

Check out this navigation video to familiarize yourself with the ins and outs of our Salesforce integration.

Learn how to create an Automation in our Salesforce integration. Within the automation, you can seamlessly create push or pull actions. 

Learn how to set up Relationships in the Salesforce integration. Relationships can be used to map an existing Apply Action to a Salesforce Field. 

Once your integration has been configured, we recommend testing it to make sure it's been set up properly. In this video, you'll learn how to test your Salesforce integration. 

When testing, you may come across errors in your integration. In this video, you'll learn how to identify configuration and runtime errors.