In this guide, we will look at how to connect Salesforce to Saleswhale.
In Saleswhale, navigate to the Integrations tab under Settings and select Salesforce under the list of Integrations.
Click on 'Connect' and you will be redirected to Salesforce to login.
Log in with your Salesforce admin credentials and upon authentication, you will be redirected back to Saleswhale.
Turn on Enable Push
Turning on 'Enable Push' will enable Saleswhale to push the status and email activities back to your Salesforce records.
Note: Turning it off will not undo the information already pushed.