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: 

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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: 

 

 

 

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