Salesforce
Setup
You’ll need a Salesforce administrator to complete the setup.
- Visit the Integrations Page and hit
Connect
under Salesforce
![](https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/crm-install.png)
-
Click
Authorize
on the Salesforce Authorization Page -
Click
Manage
on the Salesforce Integration. -
Go to the
User Mapping
tab and confirm it is set correctly. -
After you connect Salesforce, we will attempt to automatically map all your already connected Pylon accounts to Salesforce Accounts. After a few minutes, check the
Account Mapping
tab and map any unmapped accounts. -
Turn on your desired feature and sync your desired attributes into Pylon!
![](https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-setup.png)
You’ve setup the Salesforce Integration!