Connecting to Salesforce
To connect ExtendInsights to Salesforce follow the steps below or view the video.
1. Open ExtendInsights, from the list of data sources select Salesforce.
 | 2. Enter a name for your connection, choose production or sandbox, and click "Connect to Salesforce" 
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3. Click Create a Template to build your first template or select from existing templates.
 | 4. Enter Connection name, choose if will be using production or sandbox then click Authorize.  |
5. Enter your Salesforce credentials.  | 6. Congratulations! 🏅 Now your are ready to start using ExtendInsights! 
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Next Steps
Learn how to download your data using ExtendInsights filters and scheduling options.
Discover how to create, update, or delete Salesforce records with ExtendInsights.
Explore how to analyze your data — from basic pivot tables to advanced dashboards.