How do I connect Salesforce?

Pro and Agency

1. Click your name at the bottom of the sidebar, then Settings, then Integrations. 2. On the Salesforce card, click Connect, sign in to Salesforce and allow access. 3. Back in videoreview, click Settings on the card, pick Opportunity Closed Won or a stage, and click Save. Salesforce connects only by signing in (there's no token option), and it isn't listed on AppExchange.

Did this answer your question?

Related

What can trigger a review request?Who gets the request?What shows up in Salesforce when a review comes in?Can I connect a Salesforce sandbox?

can't find it?

Ask Pulse, our AI assistant. It answers right away, any time, and our support team is around Monday to Friday, 9 to 5 Pacific.