We’re using Salesforce as a CRM, and would like to push Salesforce data (Calls, Opportunities) into Company. Is that possible and how would I go about getting this started?
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Yes it is! We have created a short guide to help you connect Salesforce to Company, find it here. I hope you’ll find that it’s quite easy to set up by yourself.
Let me know if that helps!
Thanks, very interesting and doesn’t at all seem that difficult. Do you have any personal experience with CRM data in Company and how to best use it? Or do you know someone that might have more information?
@Raphael from CompanyW has! Perhaps he can chime in?
Glad you found the link useful. I don’t personally have the experience, but I believe
Ola Frank, Josephine!
Unfortunately I can’t say I have any experience with this, sorry. Interesting topic though, I will continue to monitor the answers!
@Raphael! Too bad, however I did crack on with the Salesforce data integration and actually got somewhere, lol! I have this piece of code required to finish the setup, could you and @Admin have a look and see whether or not it seems to be correct?
Seems to be working to me! Nicely done! Mind if I add this to our Knowledge Base? I bet more users can benefit from this!