Salesforce Integration

Overview

Integrate Google Workspace with your platform to sync key data including:

• Users list
  
  • First, Last Name
  • Email
  • Last used

NOTE: This is the read-only integration 

Connection Steps

1. Navigate to the Integrations page
2. Click 'Connect' at the Salesforce widget
3. Select workspace account
4. Accept the access level provided

Connect and Test

• After configuring the settings and scopes, Spendbase starts pulling the data 
  • usually, the status of the widget changes to Getting data
  • it may take some time (from a couple of seconds up to 30 minutes)
• As soon as the sync is done user will be notified:
  • in In-app notification with a successful status 
  • status at widget changes to Active

Disconnect:

1. Users can disconnect the Salesforce at any time
2. Click on the status on the widget (Active, Actions required, Getting data)
3. Click Disconnect