User Setup: Connect your DataFox User to your Salesforce Account

Once your group's Salesforce Integration Package has been installed, each end-user will need to complete the following steps to activate the sync between DataFox and Salesforce:

Step 1: Click into the 'Settings' tab in the top right corner of the screen: 


Step 2: Click into the 'Integrations' tab and click the 'Connect' button under the Salesforce widget:

Step 3: You will receive confirmation that your account is now connected to Salesforce: 




Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk