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Knowledge Base
Salesforce Integration
Salesforce Integration
How to configure CRM Sync for SFDC Account & Opp tie-in (SFDC 11.9 and Below)
Salesforce Technical Documentation 11.12
Auto-matching of Accounts and Opportunities to DemoBoards
Latest Updates
How to upgrade to Consensus SFDC app version 11
Salesforce Version 11 - Building Custom Reports
Salesforce Version 11 Release Notes and Log
Required Set Up Instructions
Connecting Consensus to Salesforce (OAuth 2.0 method) version 11.10+ | REQUIRED for CRM Sync
Install and Configure the Consensus Salesforce Professional App (Lightning) | Updated for V11.12
Optional Set Up Instructions
Role-Based CRM Sync Field Requirements
Salesforce Integration FAQ's
Sending Demos from Salesforce (Lightning)
