Prerequisites

  • Salesforce.com login with API access privileges.
  • Your Salesforce.com Organization ID. To get the ID, login to your Salesforce.com account, go to Setup > Company Profile > Company Information and look for Salesforce.com Organization ID. 

How to connect

Gtmhub connects to Salesforce.com using OAuth 2.0 authentication and authorization protocol. By creating a connection you will grant Gtmhub offline access to your Salesforce.com data. To create a connection go to Setup > Data sources > Add new data source. In the Sales category select Salesforce.com, fill in your Organization ID and click Authenticate.

You will then need to a authorise Gtmhub access to your Salesforce.com data.

Once you complete this step you will be able to either select the entities you want to sync or install the Gtmhub insight presets for Salesforce.com. For more information on the insight presets read: Salesforce.com insights.

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