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
1

In Symon.AI, go to the Data tab.

2

Click Import Data.

Symon.AI Data
3

In the third-party sources section, click Salesforce.

Import Salesforce data into Symon.AI
4

Click New connection.

5

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

Pen note
You will be redirected to the Salesforce site.
6

On the Salesforce website, enter your credentials.

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You will be redirected back to Symon.AI.
7

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

8

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

9

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

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