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Setup

  1. Sign in to your Cardinal account and navigate to the Integrations page.
  2. Locate the Salesforce integration and tap Connect.
  3. Follow the Salesforce authentication screen and accept the permissions.
Cardinal will start bringing in all the companies, deals, and contacts as soon as the integration is connected and keep the information updated on recurring basis.

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Features

  • Salesforce companies can be used all over Cardinal when you add a feature request or feedback.
  • Salesforce companies can be filtered, and queried on the Companies page.

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Custom Revenue Fields

  • Cardinal supports using custom fields from Salesforce for computing the company value (e.g Annual Revenue).
    Contact us to enable the feature for your organization

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Bringing Opportunity Gaps / Feature Requests from Salesforce

  • Cardinal supports syncing custom fields from any Salesforce object as feedback items in Cardinal
    Contact us to enable the feature for your organization

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Removal

  • Navigate to the Integrations page.
  • Locate the Salesforce integration and tap Disconnect
OverviewHubSpot