Datanyze Customer Success

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Salesforce OAuth in Browser Extension, Insider

 

Datanyze users can now connect our Browser Extension, Insider to their Salesforce instance via OAuth. It’s easy to connect! Just follow the steps below:

  1. Access the Salesforce module within Insider
  2. Select the Connect button (this will redirect you to the platform integrations tab)Insider_SF_Connect.png
  3. Connect Datanyze to your Salesforce instance via PushInsider_SF_Push.png 

Once you have connected you can expect the same great experience with Datanyze Insider as you would using our platform, including these features:

  • Prospect from any website or directly from Salesforce without creating duplicates:
    • Grey icon means email is not detected in SFDC.
    • Blue icon with a green check mark means email is detected in SFDC.
    • Solid blue icon means you are not yet connected to SFDC via OAuth.
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