Salesforce Integration

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Seamlessly integrate with Symon.AI

Salesforce is an online solution for customer relationship management (CRM). It gives all your departments — including marketing, sales, commerce, and service — a shared view of your customers with one integrated CRM platform.
How to get set up

In Symon.AI, go to the Data tab.


Click Import Data.

Symon.AI Data

In the third-party sources section, click Salesforce.

Import Salesforce data into Symon.AI

Click New connection.


On the Connect to your Database page, enter the connector URL, then click Next:

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You will be redirected to the Salesforce site.

On the Salesforce website, enter your credentials.

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You will be redirected back to Symon.AI.

On the Select data page, select the directory and the start date. then click Next.


On the Obfuscate data page, select the data sets that you want to conceal, then click Next.


On the Review page, review the data sets that you are importing. Click Import data to finish

Sign up for a Symon.AI account today

No credit card required.