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Connecting to Salesforce

Learn how to connect ExtendInsights to Salesforce

Updated over 8 months ago

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
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2. Enter a name for your connection, choose production or sandbox, and click "Connect to Salesforce"
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3. Enter your credentials and login to Salesforce
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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.

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