All Integrations
Salesforce
Salesforce is a customer relationship management (CRM) platform that helps businesses connect with their customers in a whole new way.
Connected Data
Connecting Salesforce to Windmill will grant access to the following:
- Opportunities
- Contacts
- Leads
- Tasks
- Accounts
In order to Enable field tracking history, for standard objects (e.g. Lead, Account, Contact, etc), click "Set History Tracking" when viewing Fields & Relationships for a given object in Object Manager. On the next screen select "Enable {ObjectName} History" and then select the field you want to track.
For More Information about Windmill's Salesforce Integration, visit our help center:
Permissions
You need to be a Salesforce Administrator and have your Salesforce Instance URL to connect Salesforce