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How Do I Integrate With Salesforce?
How Do I Integrate With Salesforce?

Get guidelines on connecting your Salesforce CRM, for faster import

Lily Svetnik avatar
Written by Lily Svetnik
Updated over 2 weeks ago

If you are using Salesforce CRM, we will show you how to connect your Salesforce account and start importing directly from Selling.com.

Let's get started! πŸ‘‡

Navigate to the Account Settings icon and hit 'Settings':

Open the Integrations tab to see products available for connecting. The icons that are not yet connected CRMs will be grey:

Click on the Salesforce icon to start the Integration. Unless you are currently logged in, you will be prompted to enter your credentials.

If necessary, verify your identity. Hit the "Log in" button to proceed with the Authorisation.

You will be asked if you wish to grant access to your Salesforce data. Hit Allow to finalise the Integration.

Upon successful Integration, you will see a success message, and the Salesforce logo will turn blue.

That's it! Now, if you wish to import your search results to Salesforce, you can simply hit the "Export" button and select Salesforce from the drop-down.

To integrate with Salesforce we use API.
Access to API comes with the following editions of Salesforce:

  • Enterprise Edition

  • Unlimited Edition

  • Developer Edition

  • Performance Edition

Reach out to your CSM if you have any questions via email or through the in app chat service.

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