How To Import Accounts From Salesforce?

Overview

You may want to add companies to a channel from your Salesforce instance.



Solution

  1. Log in to the FirstRain app and open an existing Accounts type channel from the left panel or create a new one.
    Note: The option option to import companies from Salesforce is available only for the Accounts channel type.
  2. Click on the Gears icon and select Edit <Name of the channel>.

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  3. Click Import from Salesforce - a new pop-up window should appear.
    Note: If nothing happens, make sure that pop-ups are allowed for https://app.firstrain.com in your browser; for more information, refer to guides for Google, Mozilla, Safari.

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  4. In the pop-up window, click Allow - a window with the companies retrieved from Salesforce is displayed.

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  5. Select the companies you want to add to your channel and click Import.

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  6. Click Update Channel in the top right corner of the page.

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    The channel feed should be displayed including news for the imported companies.

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