Datanyze Customer Success

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Salesforce oAuth Connection

Prerequisites

You must have a Salesforce account that allows 3rd-party connections to utilize the Datanyze-Salesforce oAuth Connection

Connecting your Salesforce account to Datanyze via oAuth allows you to bulk export, de-dupe, and have visibility into which leads or contacts already exist within your Salesforce environment. It’s a huge timesaver and helps prevent reps from prospecting accounts that are already in your database.

Connect Datanyze to Salesforce via oAuth

1. Go to your Account Settings > Integrations > Salesforce Push.

salesforce_connect.png2. Click the green Connect button.

3. The connection will confirm if successful and show the red Disconnect button.

disconnect_salesforce_push_censored.jpg 

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