Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses streamline their sales, marketing, and service operations.
Connecting Salesforce to AgencyAnalytics lets you quickly and easily review important metrics like lead details, MQLs, SQL, and more.
API and Data Access
Click here to learn all that's possible with the integration!
🔌 Connect Salesforce
To avoid a failed connection or error when integrating Salesforce to a Client, the person connecting must have:
Read permissions for Accounts, Leads, Opportunities, and Campaigns
A paid subscription that includes API access
If the above requirements are met, please follow these steps to connect:
Open the Client where you'd like to connect Salesforce, then click Integrations (plug icon) on the left side menu.
Click Connect Integration in the upper right corner of the integration page.
Search for Salesforce in the search bar at the top, then click the Salesforce card.
Click the gray Connect Integration button to launch the authorization window.
Enter your Salesforce domain. Click here for help locating your domain name.
Click Continue.
If your org's domain is https://mycompany.my.salesforce.com, you only need to enter "mycompany".
❓ Salesforce FAQ
How do you calculate MQL and SQL?
We calculate MQLs manually based on what Salesforce has briefly described as an MQL, where leads become MQLs when they are converted but do not have an opportunity tied to them. Once an opportunity is tied to that lead, it becomes an SQL.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄