Salesforce
Salesforce is the world’s leading CRM software and enterprise cloud ecosystem. Their pioneering use of cloud computing has revolutionized the way enterprise software is delivered and used, changing the industry forever.
How does the integration work?
Our integration allows you to export and import contact and household information with one click. Due to the popularity of Salesforce, there are many versions and “layers” built for Salesforce that we currently do not support. If your Salesforce edition is not Enterprise or Unlimited, you might encounter issues when using our integration.
We developed a household information template optimized for Salesforce that gathers contact and household data that can be imported/exported through the integration. You are free to use this template as is, or customize it to your needs.
