This video shows how to create a custom tab in Salesforce so you can quickly access BuiltWith Leads – the same process can be used for creating the BuiltWith Alerts Tab.
Creating the BuiltWith Lead Tab in Salesforce
Read More →
Category: Salesforce
BuiltWith Salesforce Integration related knowledge.
Sync(5)
Salesforce Coupling
Users of the BuiltWith Salesforce Bulk feature get the additional ability to see which report results are already in Salesforce. You can click the account or lead icon next to the results to jump directly to the relevant Lead/Account within Salesforce. To enable Salesforce Coupling, follow the Salesforce Bulk Setup Guide
Push to Salesforce Leads
You can push results in reports directly into Salesforce Leads or into Accounts and Contacts once you have setup the connected app which links BuiltWith and Salesforce together. Steps to Enable Push to Leads Follow the Salesforce Connected App Setup Guide. On your Salesforce Managment page on BuiltWith enter the email of the user that […]
Push to Accounts and Contacts
You can push data from BuiltWith into Accounts and Contacts on Salesforce once you have setup the connected app which links BuiltWith and Salesforce together. Steps to Enable Push to Accounts and Contacts Follow the Salesforce Connected App Setup Guide. On your Salesforce Managment page on BuiltWith enter the email of the user that will own […]
How to find your Salesforce Region
Login to Salesforce The address bar will contain your region, in the example below the region is ap1.salesforce.com