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!

How do I stream Salesforce records to SalesScreen in real time?

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

How do I create an API Integration User in Salesforce?

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

Which Salesforce configurations should be enabled to allow data flow to SalesScreen?

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

How do I synchronize Salesforce and SalesScreen user accounts?

How do I import new users?

Reauthenticating SalesForce integration

Mads Bakke

Bjørn Molvig

Salesforce

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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