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.
3
In the third-party sources section, click Salesforce.
4
Click New connection.
5
On the Connect to your Database page, enter the connector URL, then click Next:
You will be redirected to the Salesforce site.
6
On the Salesforce website, enter your credentials.
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