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.

Salesfroce

For More Information about Windmill's Salesforce Integration, visit our help center:

https://help.gowindmill.com/

Installation Instructions

In order to connect Salesforce to Windmill, you must have your Salesforce Instance URL.

Once you input your URL, you will be promoted to connect Salesforce to Windmill. Select Allow and you will be all set.

Permissions

You need to be a Salesforce Administrator and have your Salesforce Instance URL to connect Salesforce