Salesforce

  • Connecting LeadGenius to Salesforce

    How do I set up Salesforce Integration? You can set up integration by following the steps below in Datahub Click on ...

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  • Salesforce Field Mapping on LeadGenius

    This document will explain how to map LeadGenius fields to Salesforce fields, as well as the overwrite logi...

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  • Salesforce Integration Checklist

    Setup duration: 60 mins - 2 days Setup Questions Which Salesforce account are you going to connect? The integration ...

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  • How do I enable API access in Salesforce?

    API access must be enabled in order for you to connect Salesforce to LeadGenius. Your Salesforce administrator contro...

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  • Changing the datatype of fields in Salesforce

    You cannot change the datatype of standard fields in Salesforce. If you need to make these types of chang...

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  • Salesforce Integration Export Errors

    Browse our list of Salesforce export errors for more information. If you can't find the error you're looking for, con...

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  • Salesforce Integration FAQ

    Does the LeadGenius CRM Integration work with all versions of Salesforce? The LeadGenius CRM Integration r...

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