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Salesforce integration

4 bytes removed, 13:33, 21 July 2017

→‎Configure Salesforce Integration on SmartSimple side

==Configure Salesforce Integration on SmartSimple side==

1. # Go to Global Settings – Integrations, and go to Salesforce Data Synchronization.

2. # You will initially be presented with the '''Salesforce Contact Data Synchronization''' settings, but can access the '''Salesforce Account Data Synchronization''' settings by clicking on the tab at the top of the page.

'''NOTE''': When a new field is created in Salesforce, make sure you update the visibility of the field to make it visible in the settings page.

 

 

==Configure SmartSimple Integration on Salesforce side==

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Ciaran Donnelly

Smartstaff, administrator

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