Connecting to Salesforce
To connect ExtendInsights to Salesforce follow the steps below or view the video.
1. Open ExtendInsights, select Menu -> Data Sources and select "Connect" under Salesforce | 2. Enter a name for your connection, choose production or sandbox, and click "Connect to Salesforce"
| 3. Enter your credentials and login to Salesforce |
Next Steps
Learn how to download your data with ExtendInsights filters and schedules.
Learn how to analyze your data, from basic pivot tables to sophisticated dashboards.