« 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.
Who: Account owners and admins
Plan: Riverside for Business
Device: Computer browser
Step by step
Before you start, make sure the person who signs in to Salesforce has the required Salesforce permissions. Without them, Riverside data can’t fully sync to Salesforce.
- On a computer, log into your account.
- In the bottom-left corner, click the account menu button.
- Click Settings.
- Under Your account, click Integrations.
- Next to Salesforce, click Connect.
You are redirected to your Salesforce account. - Under Allow Access, click Allow.
You are taken back to the Salesforce integration page on Riverside. - Under Salesforce connected, click Done.
Disconnect Salesforce from Riverside
- Log in to your Riverside account.
- In the bottom-left corner, click the Account menu button.
- Click Settings.
- Under Your account, click Integrations.
- Next to Salesforce, click the
Disconnect icon.
Your Riverside account is immediately disconnected from Salesforce.