Compatibility
All Salesforce versions except Professional; Works with the Cases, Contacts, Leads, and Opportunities objects.
Setup Process
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Click Connect.
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Select the Podium location you’d like to connect to Salesforce.
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Allow Salesforce to access the appropriate Podium data.
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Allow Podium to access the appropriate Salesforce data. (Log in to Salesforce if necessary.)
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Make sure you’ve selected the appropriate country.
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Click Finish.
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Select the automations to use with your Salesforce integration.
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Click Activate.