Documentation

Description

‍Salesforce is the most frequently used CRM and the Customer Success Platform, that empowers companies to connect with their customers in the most simple way.

The schema information shows all report types you can use to extract data from Salesforce.

Follow our setup guide to connect Salesforce to Improvado.

Step 1Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2Click on the Salesforce tile.

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Step 3Authorize your Salesforce account via OAuth. Before authorization, please, make sure that you are signed in to the account you want to extract data from.

Step 4Grant Improvado your permission to:

Step 5After the connection process is completed successfully, the Salesforce connection will appear in your Connected sources list.

Step 6When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

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Step 7To extract data from the connected sources, check the instruction on how to set up data extraction.