You’ll need a Salesforce administrator to complete the setup.
  1. Visit the Integrations Page and hit Connect under Salesforce
  1. Click Authorize on the Salesforce Authorization Page

  2. Click Manage on the Salesforce Integration.

  3. Go to the User Mapping tab and confirm it is set correctly.

  4. 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.

  1. Turn on your desired feature and sync your desired attributes into Pylon!
You’ve setup the Salesforce Integration!