Connecting SalesForce and DataFox Users
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 on the 'Settings' tab in the top right corner of the screen:
Step 2: Click on the 'Integrations' tab and click the 'Connect' button under the Salesforce widget:
In this example, we have already connected to Salesforce. But when connecting for the first time, you will see a Connect option.
Step 3: You will receive confirmation that your account is now connected to Salesforce:
With Salesforce integrated with DataFox, you'll have access to additional features and outreach potential.
Have any remaining questions? Feel free to reach out to us at firstname.lastname@example.org.