Salesforce

Connect Salesforce to sync CRM data with AmpUp

Connect your Salesforce instance to AmpUp to sync accounts, contacts, opportunities, and activity data. AmpUp will use this data to provide context-aware coaching and automatically log insights back to your CRM.

Prerequisites

Before connecting Salesforce, ensure you have:

Salesforce admin permissions to install packages

AmpUp admin access for your organization

Connect Salesforce

1. Install the AmpUp Salesforce Package

   Install the AmpUp managed package into your Salesforce org using the link below:

   https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg50000004SddAAE
   

   Follow the prompts in Salesforce to complete the installation.

2. Configure Objects in AmpUp

   Go to the Salesforce tile on the AmpUp Tools page and click Continue to Configure.

   

   For each object listed, click Save. These are the objects AmpUp will pull from Salesforce.