This lesson provides an overview of the Bizible components that are added to your Salesforce upon installation and how to connect your Salesforce account to your Bizible account.
Two packages must be installed in order to use Bizible in your Salesforce environment:
To integrate with Salesforce, Bizible mirrors the way Salesforce organizes and displays data. Salesforce organizes data into Objects, Records, Fields, and allows you to visualize this data through Reports and Dashboards. When Bizible is installed into SF, we add our own Objects, Fields, Reports, and Dashboards.
Bizible’s Base Package contains:
Bizible’s Dashboard Extension Package contains three pre-built Dashboards.
For the complete installation guide, click here.
Go to the Bizible App and log-in.
In the menu bar at the top of the screen, navigate to My Account and click the Settings option.
In the column of setting options on the left, click Connections located under the Integrations section.
Under the CRM section in Connections, click Set Up New CRM Connection.
A pop-up window will appear asking you to Select CRM connection. Click the Connect button next to the Salesforce logo.
A final pop-up window will appear, asking you for your Salesforce credentials. Enter your information and click Authorize to connect the account to Bizible.