Salesforce
      Back to home
      1. Help Center
      2. Data Sources
      3. Salesforce

      Salesforce CRM: How to connect

       

      To connect your Salesforce CRM data go to the Dashboards tab, toggle the left-side menu, choose "integrations", and select Salesforce.

      Click "Activate" to begin the authorization process.

      Enter your Salesforce Username along with your Password in the Salesforce portal.

      Login, authorize Malartu to read your Salesforce data and you're all set.