###How to connect your account
- Visit the FollowUp.cc addons page and select Salesforce from the list of addons.
- Choose an email to connect to Salesforce
- You will be prompted to Login to Salesforce and grant FollowUp.cc authorization to interact with your Salesforce account.
- You will be redirected back to FollowUp.cc
###Storing data in Salesforce
FollowUp.cc 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!