Once logged into Crowdskout click Settings > Integrations > Salesforce.

Name the Salesforce connection. Make sure to name each account accordingly as this descriptive text will translate to a custom attribute. This custom attribute will tag each profile pulled in from Salesforce. Each Salesforce account added will have its own unique custom attribute that you assign upon set up. You can connect multiple Salesforce accounts once you have connected your first Salesforce account.

Under "Import Data with This Connection" you will see a toggle to regularly pull in data. If you select "Yes" this will mean that all current data in your account and all future data in your account will be pushed to Crowdskout. If you select "No" this will mean that no data pull be pulled into your account from the source and you can only manually push data from segments and lists from Crowdskout to the source.

Click "Authorize Via Salesforce" to log into your Salesforce account and link it to Crowdskout.

Looking to add more fields? Ask your Customer Success Manager!

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