The Salesforce integration allows you to connect your Salesforce account to Data Room CRM, automatically syncing customer and lead data for analytics, reporting, and workflow automation.
Getting Started
Locate the Salesforce Integration
Navigate to the Data Room under Marktag
Click on the Add Data Source button
Navigate to the CRM tab
Find the Salesforce card among the available CRM connectors
Connecting Your Account
First-Time Connection
On the Salesforce card, click the Connect button
You'll be redirected to Salesforce to authorize the connection
Log in to your Salesforce account (if not already logged in)
Review and approve the permissions requested
You'll be automatically redirected back to Data Room CRM
Your connection is now active
Add Additional Accounts
If you already have one or more Salesforce accounts connected:
Click the Add more button on the Salesforce card
Follow the same authorization process as above
Your new account will be added to your existing connections
Managing Your Connection
Viewing Connection Status
The Salesforce card displays:
A success badge when connected
The number of active connections (e.g., "2 accounts connected")
Current sync status
Disconnecting an Account
To remove a Salesforce connection:
Click the Disconnect button on the Salesforce card
Confirm your action when prompted
A notification will confirm successful disconnection
The card will update to show the new connection status