Syncing Salesforce to Owler Max
- Nathan Steele |
- 0 step |
- 9 minutes
Navigate to [https://www.owler.com/](https://www.owler.com/)
Click "Team" at the top of your screen
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Click "Integrations"
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Click "Connect" next to the Salesforce Integration.
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A new popup will appear. Leave the authentication name alone and choose if you want this to be synced to a sandbox or your production org. Then Click "Create"
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If you are not logged into Salesforce, you will need to authenticate by logging in and allow Owler's permissions, then Click "Finish"
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When the sync is complete we will show you the stats of the connection as well as the match rate. Click Ok to finish the integration
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You can always review your stats by Clicking "Stats"
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Click "OK" to close.
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