Salesforce

Introduction

Salesforce is the customer relationship management (CRM) platform enabling organizations to easily manage and track leads, contacts and opportunities.

Supported actions

For your Dynamics 365 account, YAP supports the following actions:
    Create lead
    Create contact
    Update opportunity
    Update lead
    Find lead
    Find contact

Setup requirements

Before setup, check that you have granted to YAP the permission to send notification to your Salesforce account. For this, sign in to Salesforce and authorize the permissions requested by YAP.

Connection

The Salesforce connector uses Salesforce REST API.
Questions? We're always happy to help with any issues you might have! Send us an email to [email protected] or request the demo with our sales team.
Last modified 1yr ago