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Salesforce

How To Authorized Sales Force

  • To begin with, create an account with salesforce CRM -

Click on this link:__https://developer\.salesforce\.com/signup __

With your paid version of Salesforce account, login with your existing email id

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  • You need to authorized Salesforce account first on Clodura platform,
  • Integrate salesforce CRM to clodura.ai
  • Login to Clodura.AI suite
  • Go to Setting-> CRM Integration
  • Authorized to sales force (Click on Authorize button)

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  • Now Map your contacts and company fields .
  • Click on mapping , you can see the mapping pop over

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__Map your company field __

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Map your contact fields

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  • Company Field Mapping and Contact Field Mapping section opens up
    • Company Name, Name and Email are mandatory fields (Note: No two fields should be same)
    • Click on Save
  • Now enable your sales force account(Click on radio button to make it enable)

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  • To add the selected contacts/companies in your CRM database, below are the steps:
  • Select the companies/contacts
  • Click on __Add to CRM __button

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  • Now, You can see the owner list
  • select owner and click on ok button

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  • Finally, you can see all your Companies & Contacts in your Sales force account

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