Connect Your Sales Insight Actions Account to Salesforce connect-your-sales-insight-actions-account-to-salesforce
Follow these simple steps to connect Sales Insight Actions account to Salesforce.
How to Connect as an Admin how-to-connect-as-an-admin
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Click the gear icon and select Settings.
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Under Admin Settings, click Salesforce.
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In the Connections & Customizations tab, click Salesforce then Connect.
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Click OK.
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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 how-to-connect-as-a-non-admin
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Click the gear icon and select Settings.
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Under My Account, select Salesforce.
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In the Connections & Customizations tab, click Salesforce then Connect.
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Click OK.
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If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.