Topics

Overview

Salesforce is a well-known frequently-used CRM among many companies across many industries. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important actions for both contacts and accounts, upon getting B2B product-led growth signals.

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If you've accepted the permissions, you'll see that Salesforce is now connected, on top of your connections screen:

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Salesforce

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general settings

If you go to the 'Connections' menu and lick on 'Settings' on the Salesforce panel, you'll see the general 'Connection' Tab

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At any time, you can check the bi-directional sync logs of your Salesforce↔journy.io connection by selecting the 'log' submenu.

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