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Sync Specific Technologies to Salesforce

Prerequisites

You must have purchased the Datanyze-Salesforce Integration. You also must be the Account Owner or Salesforce Admin.

You likely have multiple technologies syncing into Salesforce and want to limit which technologies are syncing.

Sync Specific Technologies to Salesforce

  1. Go to your Datanyze Account Settings > Integrations > Salesforce > Scroll to the Salesforce Sync section > Salesforce Integration Method.Screen_Shot_2017-09-26_at_10.43.25_AM.png
  2. Use the drop-down menu to change the integration method to change from “I’d like to track all technologies available in Datanyze” to “I’d like to sync specific technologies” and select Show All.sync_specific_techs.png
  3. Choose which technologies you’d like to sync and select Update.Screen_Shot_2017-09-26_at_10.53.56_AM.png
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