SalesScreen

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

How do I sync data from a Salesforce report?

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

How do I Track Salesforce Stage/Status Changes in SalesScreen?

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

How do I synchronize high-volume Salesforce data?

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

How do I integrate with Salesforce?

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

How do I test the Salesforce integration?

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

How do I synchronize Salesforce and SalesScreen user accounts?

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

How do I Synchronize Salesforce Users Manually?

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

How do I handle missing data?

Simon Hordvik

Salesforce

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