About
Salesforce is the trusted command centre for managing customer relationships. It gathers all your customer data into one place, helping your sales, service, and marketing teams collaborate seamlessly, making every customer interaction count.
Steps to Set up
Navigate to your RevSure instance and go to the Data Hub page
Click the Salesforce connection, and it will open a side panel.
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In the side panel, We will add connection name and enable custom domain URL.
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Enter the Salesforce instance URL. This will be “my” Salesforce URL.
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If multi-currency is enabled on the Salesforce instance, then you will have to set Is Multi Multi-Currency Enabled to true.
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Select a historical date to sync from.
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Click “Connect” and enter authentication details on the Salesforce SSO pop-up.
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Review and confirm the mapping.
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Click “CONFIRM”
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