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I want to push Salesforce data into Company, can I?

  • September 9, 2022
  • 6 replies
  • 3907 views
Josephine
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Hi,


We’re using Salesforce as a CRM, and would like to push Salesforce data (Calls, Opportunities) into Company. Is that possible and how would I go about getting this started?

- Josephine

Best answer by Eliza

Hi Josephine,

Seems to be working to me! Nicely done! Mind if I add this to our Knowledge Base? I bet more users can benefit from this!

- Frank

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Eliza
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  • Eliza
  • New Participant
  • September 9, 2022

Hi Josephine,

Welcome to our Community!

Yes it is! We have created a short guide to help you connect Salesforce to Company, find it here. I hope you’ll find that it’s quite easy to set up by yourself.

Let me know if that helps!

- Frank

Josephine
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  • Josephine
  • Participating Frequently
  • September 9, 2022

Hey Frank! :nerd:

Thanks, very interesting and doesn’t at all seem that difficult. Do you have any personal experience with CRM data in Company and how to best use it? Or do you know someone that might have more information?

- Josephine

Eliza
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  • Eliza
  • New Participant
  • September 9, 2022

Hello Josephine,

Glad you found the link useful. I don’t personally have the experience, but I believe @Raphael  from CompanyW has! Perhaps he can chime in?

- Frank

Raphael
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  • Raphael
  • New Participant
  • September 9, 2022

Ola Frank, Josephine!

Unfortunately I can’t say I have any experience with this, sorry. Interesting topic though, I will continue to monitor the answers!


- Raphael

Josephine
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  • Josephine
  • Participating Frequently
  • September 9, 2022

Thanks @Raphael! Too bad, however I did crack on with the Salesforce data integration and actually got somewhere, lol! I have this piece of code required to finish the setup, could you and @Admin  have a look and see whether or not it seems to be correct?

[code]
Example code in code tags
[code]


Thanks,

- Josephine

Eliza
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  • Eliza
  • New Participant
  • September 9, 2022

Hi Josephine,

Seems to be working to me! Nicely done! Mind if I add this to our Knowledge Base? I bet more users can benefit from this!

- Frank

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