Connecting Salesforce CRM with TwinsAI Application
Step 1: Log into TwinsAI and Salesforce
- Ensure you are logged into your TwinsAI application.
- Log into your Salesforce account.
- Use the same browser for both logins (e.g., Chrome, Edge, Safari).
Step 2: Access Settings in TwinsAI 0:16
- Go to the top right corner of the Twinslay application.
- Click on your profile icon.
- Select 'Settings' from the dropdown menu.
Step 3: Navigate to Integration Tab 0:29
- In the Settings menu, click on the third tab labeled 'Integration'.
Step 4: Connect Salesforce 0:39
- Scroll down to find the Salesforce section.
- Click on 'Connect Salesforce'.
- Log into your Salesforce account if prompted.
Step 5: Confirm Connection 0:48
- Return to your profile and go back to 'Settings'.
- Navigate to the Integration tab again.
- You should see a 'Disconnect' button under Salesforce, indicating a successful connection.
Step 6: Sync Contacts from Salesforce
- To view your Salesforce contacts, go to either the 'Contacts' or 'Audit' section in Twinslay.
- Click on 'Sync Contacts'.
Step 7: Access Your Contact List
- Click on the contact list to see your Salesforce contacts.
- Select any contact and click on 'Get List' to retrieve your contacts from Salesforce.