Connect Salesforce with Riverside

« To Salesforce integration: Overview

Riverside’s Salesforce integration allows you to transfer Riverside data into your Salesforce account and automatically create leads and contacts to incorporate into your sales and marketing flows.

Step by step

1. On a computer, log into your account.
2. In the bottom-left corner, click the account menu button.
3. Click Settings.
4. Under Your account, click Integrations.
5. Next to Salesforce, click Connect.
   You are redirected to your Salesforce account.
6. Under Allow Access, click Allow. 
   You are taken back to the Salesforce integration page on Riverside.
7. Under Salesforce connected, click Done. 

Disconnect Salesforce from Riverside

1. Log in to your Riverside account.
2. In the bottom-left corner, click the Account menu button.
3. Click Settings.
4. Under Your account, click Integrations.
5. Next to Salesforce, click the Disconnect icon.
   Your Riverside account is immediately disconnected from Salesforce.  

Learn more

• Sync Riverside data to Salesforce
• Allow pre-registration for your scheduled studio session
• View and manage registrants for a scheduled studio session