SalesScreen

Learn how to sync high-volume metrics from aggregated Salesforce reports to SalesScreen.

How do I sync data from a Salesforce report?

Enable Change Data Capture in Salesforce to stream records to SalesScreen in real time!

Track stage changes of key Salesforce objects like Opportunities and Leads in SalesScreen!

Set up an aggregated Salesforce workflow to sync high-volume metrics like Calls & Emails!

Integrate with Salesforce to sync data and visualize it in SalesScreen.

Try the SalesScreen app's integration features in Salesforce before installing it in your production environment.

Create an API integration user in Salesforce to be used solely for integration purposes, and serve as the bridge to SalesScreen.

Make sure certain Salesforce configurations are enabled to allow data flow from Salesforce to SalesScreen via the Streaming API.

Create subintegrations within the Salesforce integration in order to sync and visualize relevant Salesforce object records in SalesScreen.

Synchronize Salesforce and SalesScreen user accounts in order to visualize users' Salesforce activities in SalesScreen.

Synchronize users manually in order to visualize their Salesforce activities in SalesScreen.

Take the necessary actions to retrieve Salesforce data that has yet to show up in SalesScreen.