SalesForce

Integration

Connect your SalesForce to share contacts, objects, and events with XAI

What does the SalesForce integration do?

The SalesForce integration allows you to connect your XAI instance to your SalesForce account in order to automatically share and update data between both accounts and centralize your SalesForce data in your XAI instance.

How do I setup the SalesForce integration?

Contact your Customer Success Representative to open up your advanced settings panel, where you'll be able to add your SalesForce account using your SalesForce ID and Secret Key. You'll also be able to specify which fields you want automatically updated, in which direction(s), and which SalesForce objects and events you want to synchronize.

Support for the SalesForce integration

The Xperx team will happily assist you with connecting to your SalesForce account. However, any configurations required on the SalesForce side will be your responsibility.