Before connecting your Salesforce account, please learn how to authorize the Retently integration in Salesforce.

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To connect the Salesforce integration, please access the Integrations page and click on the Salesforce icon.

You will be asked to include your Salesforce credentials: 

  • Your Salesforce domain (ex: na30.salesforce.com)
  • Username
  • Password

Important: Retently does not store Salesforce credentials. You are using them to connect directly to the CRM.

It might take a few seconds until your accounts are connected. After the integration was enabled you will see a list with all your contacts and a list with leads. 

You can either sync one of them or both lists. You might also want to enable the autosync which will automatically import any new lead or contact from Salesforce to Retently.

Your contacts and leads will be imported with two tags:

  • Salesforce (for both contacts and leads)
  • Salesforce lead or Salesforce contact (individual for leads or contacts)
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