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Salesforce Documentation

#Salesfore Documentation

###How to connect your account

  1. Visit the addons page and select Salesforce from the list of addons.
  2. Choose an email to connect to Salesforce
  3. You will be prompted to Login to Salesforce and grant authorization to interact with your Salesforce account.
  4. You will be redirected back to

###Storing data in Salesforce automatically handles entering Salesforce data on your behalf. This is how it works.

After a reminder email is created we store the following information in Salesforce.

  • All recipients of the reminder email get automatically stored into salesforce as Contacts and Leads.
  • The reminder gets stored as a task in Salesforce with an activity date of 'when the reminder is due', a description of 'the body of the reminder' and a status of 'in progress'.

All of these options are configurable inside of FollowUp.ccfo.

Please let us know if you have any issues with your Salesforce integration!

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