Our real-time integration lets you can synchronize Salesforce activities within SalesScreen and visualize your most important data in easy-to-read dashboards. Once data is flowing, you can run competitions, set up achievements, and celebrate with the whole team whenever milestones are hit.
The first step will ask you to choose a Salesforce user account to act as the link between SalesScreen and Salesforce. This user account is referred to as the API user. The API user needs read access to Salesforce objects across the organization. You can simply utilize an account with the System Administrator role, or you can create a new user and/or role in Salesforce for this purpose.
If you want to use the previously mentioned Streaming API feature, the API user needs certain access rights.
Step 2 – [Optional]
The next step is to choose the environment of your Salesforce organization. In most cases, customers utilize the Production environment (which is the default option), so this step can be skipped.
If the Salesforce organization you want to integrate with is defined in the Sandbox environment, you can choose this option in the dropdown menu before continuing.
The 3rd and final step is to authorize your Salesforce org through Salesforce's own interface. We suggest that you sign out of any Salesforce accounts beforehand so that you can choose to sign in with the API user when carrying out the authorization step.
When ready, click on the Integrate button.
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