🔴 Important Notice: The feature of contact synchronization is exclusively available for users subscribed to our Expert plans.
Discover the seamless way to keep your contacts in sync using Cardynale's Salesforce integration, exclusively available for our Expert Plan subscribers.
Salesforce Edition Requirements for API Access (as of March 18, 2024):
To utilize Salesforce API access, it is essential to be aware of the specific Salesforce editions that either include or exclude this feature. Below is a concise guide to help determine if your Salesforce edition supports API access:
Editions Granting API Access:
Enterprise Edition: Offers comprehensive API access for advanced integration capabilities.
Unlimited Edition: Provides unrestricted API access for the highest level of integration and customization.
Developer Edition: Tailored for development and testing environments, this edition includes API access for application development purposes.
Performance Edition: Designed for high-performance requirements, this edition comes with full API access to support extensive integration needs.
Editions Lacking API Access (without add-ons):
Group Edition: Does not include API access, catering to small teams with basic CRM needs.
Essentials Edition: Aimed at small businesses, this edition lacks API access to focus on essential CRM functionalities.
Professional Edition: While primarily not offering API access, it can be enhanced with an API access add-on for an additional purchase.
This integration will automatically connect to the fields below, with no additional configurations needed:
First name
Last name
Email
Job Title
Company name
Phone number
Opportunity Stage
Connecting your Salesforce Account
1. First, from the home page of Cardynale, click into the "Integrations" tab. Then find Click on Saleforce and Authorize connection.
2. Authorize Salesforce connection. The account you use to login here should be a Salesforce admin to allow our integration to work correctly.
3. After logging in the Salesforce authentication window will change and you have to choose the stage of the opportunity.
Congrats! 🎉
Once your desired workflow(s) are enabled, you are all set! Now you or your team can export leads at any time from the Cardynale Dashboard.
Troubleshooting and Support
Encountered a hitch? Here are some common issues and their solutions to help you navigate any obstacles:
For more personalized support, feel free to reach out to our customer success team with the chat or at [email protected].