Follow these simple steps to connect Sales Insight Actions account to Salesforce.
Click the gear icon and select Settings.
Under Admin Settings, click Salesforce.
In the Connections & Customizations tab, click Salesforce then Connect.
Click OK.
If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.
Click the gear icon and select Settings.
Under My Account, select Salesforce.
In the Connections & Customizations tab, click Salesforce then Connect.
Click OK.
If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.