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Salesforce - Connect Your Data
Salesforce - Connect Your Data

A short tutorial that explains how connect your Salesforce to Alta

Mor Shabtai avatar
Written by Mor Shabtai
Updated over a week ago

Salesforce - Connect Your Data

To integrate Salesforce with Alta, follow these steps:

  1. Go to "Connectors" section in your Alta account and select Salesforce.

    Salesforce Alta Integration

  2. Click "Connect"

    Salesforce Alta Integration

  3. This will open a new tab where you will be prompted to log in to your Salesforce account and authorize the Alta app.

Salesforce Alta Integration

4. After your authentication has been verified, navigate to the bottom right corner of the page and click on the "Create Integration" button.

The creation process typically takes about one minute, and fetching the data usually takes 30 minutes, depends on the size of your data set. After which you'll be presented with a dashboard full of powerful insights to help drive your business forward ๐Ÿ’ช!

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