Initial Steps Ensure you have completed the Connected App Setup Open the Salesforce Sync Configuration page on BuiltWith – Selected the Properties you’d like to Sync with Salesforce Open your Salesforce Dashboard on Salesforce This video demonstrates how to add Premium Technology listings onto Leads. Lead Property Additional Steps Opens your Salesforce Sync Configuration Page Ensure that Leads is ticked […]
Initial Steps Ensure you have completed the Connected App Setup Open the Salesforce Sync Configuration page on BuiltWith – Selected the Properties you’d like to Sync with Salesforce Open your Salesforce Dashboard on Salesforce This video demonstrates how to add BuiltWith Company Name listings onto Accounts. Account Property Steps Opens your Salesforce Sync Configuration Page Ensure that Accounts is ticked and press Save. […]
If you don’t want to pollute your Leads and Accounts objects with new properties, we can add properties to custom objects that link to your Leads and Accounts. This video shows how to create a custom object that links to Leads. Lead Custom Object Setup Account Custom Object Setup