Salesforce

Introduction

In this document, we provide a step-by-step guide on how users can integrate Salesforce in their Wave account to sync contacts and lead across Salesforce ecosystem.

Intergrating Salesforce in Your Wave Account

1. Login (opens in a new tab) to your Wave user account
2. Go to Settings, then click on Integrations.
3. Click on the 'Connect' button.
   
   
   
4. A pop-up will open, allowing you to turn on contact auto sync between your Wave and Salesforce accounts. We recommend leaving this on. Press 'Continue.' A new tab will open asking you to authenticate your Salesforce account.
   
   
   
5. Provide your Salesforce credentials in the fields provided. Press 'Log In.'
   Note: The account you authenticate must be a Salesforce administrative account to ensure your integration works properly.

6. After reviewing the permission prompt, grant Salesforce access to your Wave account data. You will now be re-directed to your Wave account.
   
   
   
7. Verify a successful integration of Salesforce by spotting the ‘Disconnect’ button across Salesforce.
   
   
   
   Note: Your Wave contacts will automatically sync as 'Leads' in your Salesforce account.

Congratulations 🎉, you have successfully integrated Salesforce in your Wave account.