Salesforce.com

Connect Salesforce to Quantive Results to measure the performance and efficiency of sales teams and automate your OKRs updates.

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Prerequisites

How to connect

  • In Quantive Results, navigate to Settings > Data Sources screen

  • Click the Add new data source button

  • From the Choose a connector dialog, select the Sales tab and then Salesforce

Quantive Results connects to Salesforce.com using OAuth 2.0 authentication and authorization protocol. By creating a connection you will grant Quantive Results offline access to your Salesforce.com data. To create a connection click on the Insights drop down menu > Insights > Install from gallery button > choose Salesforce. Then fill in your Organization ID and click Authenticate.

You can authorise Quantive Results to 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 Quantive Results insight presets for Salesforce.com. For more information on the insight presets read: Salesforce.com insights.

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