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How to Set Up Salesforce Bulk Push

 To set up your Salesforce bulk push follow these steps:

 Step 1: Navigate to your User Settings and select Integrations




Step 2: Click on Salesforce


Step 3: Click “Connect”


Step 4: Allow Datanyze Access to Your SFDC

 

Step 5: Configure Your Salesforce Settings to Match Your Specifications

 

 

You can choose if you want a prospect or domain to be entered into your SFDC account as a Lead, Account, Opportunity, or Contact:

 

You can also choose how you want the source to display in your SFDC account. It will auto-default to Datanyze, but you can change it:



 

 

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