What Type Of Support Is Available For SalesForce?

What Type Of Support Is Available For SalesForce?


By adding a SalesForce connection to your workspace, you can:
  • Automatically import users into your workspace
    • We will detect users who are already present within your workspace and only suggest adding missing ones
    • You will be able to review and edit the list of users before adding them to your workspace
  • Automatically import and sync sales transactions to your workspace
    • We support any personal, shared, or system list view defined within SalesForce
      • Ex: "All Opportunities", "Recent Orders", etc.
    • We also support reports, although those come with limitations
      • SFDC reports only support up to 2000 records for reports 
    • Records matching the view will be imported as transactions in your workspace
    • Newly created SalesForce records will be synched to your workspace
    • Modified SalesForce records will be updated in your workspace
    • Deletion of SalesForce records will not result in any deletion in your workspace

To add a SalesForce connection, go to Settings > Connections and click on Add for SalesForce.com:



Next, click on Authorize Access:



Enter your Salesforce credentials to give read-only access and you'll see the following:




To connect to a sandbox environment, prefix the user name with "sandbox:" (ex: "sandbox:John"). The connection is always read-only. We will never write back to SalesForce. To verify everything is correct, click "Test".

To learn more about connections, click here.
To learn more about managing synchronizations, click here.
To learn more about importing transactions, click here.

    • Related Articles

    • What Type Of Support Is Available For Stripe?

      By adding a Stripe connection to your workspace, you can automatically import and sync sales transactions to your workspace We support charges, invoices, refunds You will need to map fields the first time you import transactions Newly created Stripe ...

    • What Type Of Support Is Available For QuickBooks Desktop?

      All editions of QuickBooks Desktop are supported: Pro, Enterprise, etc. By adding a QuickBooks connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace ...

    • What Type Of Support Is Available For QuickBooks Online?

      By adding a QuickBooks connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace and only suggest adding missing ones You will be able to review and edit ...

    • What Type Of Support Is Available For Microsoft Dynamics CRM?

      By adding a Microsoft Dynamics CRM connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace and only suggest adding missing ones You will be able to ...

    • What Type Of Support Is Available For Snowflake?

      By adding a Snowflake connection to your workspace, you can: Automatically import and sync sales transactions to your workspace We support any SQL query as long as we can incrementally retrieve data (details below) Newly created Snowflake records ...