Auto Login from Salesforce

Last update: 2023-07-21

Auto-login allows Sales Insight Actions users to automatically authenticate to Sales Insight Actions when working from Salesforce.

In order to use Auto-login:

  • Login Management settings must be set to “Salesforce Only”

  • The user must have been invited to use Sales Insight Actions

  • The user must have activated the account by connecting their Salesforce account to their Sales Insight Actions instance

  • The user’s Sales Insight Actions username must match their Salesforce username (or their Salesforce username and email are a match)

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