Connect Your Sales Insight Actions Account to Salesforce

Last update: 2023-07-21

Follow these simple steps to connect Sales Insight Actions account to Salesforce.

How to Connect as an Admin

  1. Click the gear icon and select Settings.

  2. Under Admin Settings, click Salesforce.

  3. In the Connections & Customizations tab, click Salesforce then Connect.

  4. Click OK.

  5. If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.

How to Connect as a non-Admin

  1. Click the gear icon and select Settings.

  2. Under My Account, select Salesforce.

  3. In the Connections & Customizations tab, click Salesforce then Connect.

  4. Click OK.

  5. If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.

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