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How to Sync Specific Technologies to Your SFDC Instance

As a part of your Salesforce (SFDC) integration with Datanyze, you can customize the types of or specific technologies you are tracking and syncing into your Salesforce instance.

To customize the technologies synced to your “Datanyze Technology” field within SFDC:

  1. Go to your user settings and select “Integrations”.
  2. Click on the “Salesforce” tab.
  3. Choose either the vertical of interest (e.g. Marketing Automation) or the technology/ies of interest (Marketo, Pardot, etc.)*

*when a new technology is added to a vertical, that technology is not automatically added to that vertical within your Salesforce sync. In order to add it, you will need to add it in manually.

 

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