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Salesforce Integration in Datanyze Insider

Prerequisites:
You need to have the Datanyze browser extension (Insider) added to your Chrome browser and an SFDC account.

Executive Summary:
This article will describe how you can leverage Datanyze Insider with Salesforce so you can access valuable CRM information right from your browser. No more clicking from tab to tab — all the information is right there in Insider.

What’s in this article:

  • How to connect Datanyze to SFDC
  • How to Leverage SFDC data inside the Chrome Extension

1. Click on the SFDC icon in the Datanyze Chrome Extension and Connect.

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2.This will take you to Settings > Integrations > Salesforce in the Datanyze platform.

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3. Click Connect to allow Datanyze to connect to your Salesforce instance.

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4. If you’re not already logged in to your Salesforce account, a new window will open and you will be asked to log in to your Salesforce account.

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5. If the connection was successful, you will see a red Disconnect button appear.

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6. Insider is now connected to Salesforce. When you come across websites, you can now view the Account Owner and Contacts/Leads in SFDC directly from within Insider.

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7. When browsing through websites, you can immediately see if that domain exists in your Salesforce instance with the #SFDC Tag Alert Bubble.

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