How do I Sync Salesforce?

Sendoso allows you to sync your Salesforce account via OAuth so you can track all sending activity to Salesforce!

We can automatically log all activities and add recipients (Leads/Contacts) to a Salesforce Campaign for additional tracking purposes.

To get started, log in to Sendoso.

  • Next, navigate to the Integrations link under the menu icon in the top-right corner (or click here to go directly to the Integrations page) 

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  • Find the Salesforce panel, and select Learn More 

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  • Follow the steps to install the Chrome Extension by selecting Install it or by clicking here 
  • Select the orange Initiate the Integration button
  • Select Sync Salesforce to allow access for Sendoso to read/write in Salesforce via OAuth. Keep in mind, that if your team wants to use an integration user or API Only user, you will need that login informationScreen_Shot_2022-08-24_at_1.42.03_PM.png
  • Click Allow to confirm Sendoso access 

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Congrats! You are now synced to Salesforce. The Sendoso Chrome extension will now be visible when you are viewing a lead or contact in Salesforce and you will be able to complete sends to your prospects! Here is what it looks like:

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Lightning:

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For additional training on Salesforce integration, feel free to check out these Sendoso University courses

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