How to use the Salesforce Integration
- To use the extension in Salesforce, ensure Salesforce has been connected to the LeadGenius Dashboard.
- Start by making sure that the Salesforce Integration toggle is turned on in your LeadGenius Dashboard by going to Settings > Extension > Organize Stream.
2. Navigate to an Account in Salesforce that you're looking to prospect into and click on the Flow bubble that appears in the bottom, right-hand corner. This will show you the automated Streams that are available for your integration.
3. To find account info using LinkedIn and the LeadGenius Database, click on 'Find Account Info'.
A panel on the right-hand side of the screen will appear and display your results. You will have the option to Update the account information in your CRM or Find Competitors.