Here is how Saleswhale and Salesforce work in tandem to help with your workflow.
- Overview of Saleswhale and Salesforce Connection
- Salesforce User Permissions Required
- Adding required Saleswhale Custom Fields to Salesforce
- Connecting Salesforce to Saleswhale via OAuth
- Syncing Do Not Contact records between Salesforce and Saleswhale
- Using Salesforce Fields as Merge Tags