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Change Your Salesforce Object Type

Prerequisites

You should have your Datanyze account connected to Salesforce via oAuth and want to change the way records are exporting into Salesforce.

Changing your Salesforce object type allows you to export data to Salesforce in a way that fits your company process. The default way records export is as a Lead, and you have the option to change it to a Contact or Account.

Change Your Salesforce Object Type

  1. In your Datanyze Account Settings > Integrations > Salesforce > Review the different ways Datanyze can export data into Salesforce.salesforce_push_censored.jpg
  2. Click on each drop-down menu next to the available export types.
    • Screen_Shot_2017-09-26_at_10.29.24_AM.png
  3. Select which object type that suits your process.
  4. Click Update.
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