Integrate with SalesScreen

Series of guides to help your technical staff integrate your 3rd party system with SalesScreen

Simon Hordvik avatar Sindre Haaland avatar Remi Allegre avatar
32 articles in this collection
Written by Simon Hordvik, Sindre Haaland, and Remi Allegre
Salesforce

How do I integrate with Salesforce?

Integrate with Salesforce to sync data and visualize it in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I test the Salesforce integration?

Try the SalesScreen app's integration features in Salesforce before installing it in your production environment.
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Written by Simon Hordvik
Updated over a week ago

How do I create an API Integration User in Salesforce?

Create an API integration user in Salesforce to be used solely for integration purposes, and serve as the bridge to SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

Which Salesforce configurations should be enabled to allow data flow to SalesScreen?

Make sure certain Salesforce configurations are enabled to allow data flow from Salesforce to SalesScreen via the Streaming API.
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Written by Simon Hordvik
Updated over a week ago

How do I create a subintegration within the Salesforce integration?

Create subintegrations within the Salesforce integration in order to sync and visualize relevant Salesforce object records in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I synchronize Salesforce and SalesScreen user accounts?

Synchronize Salesforce and SalesScreen user accounts in order to visualize users' Salesforce activities in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I Synchronize Salesforce Users Manually?

Synchronize users manually in order to visualize their Salesforce activities in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I handle missing data?

Take the necessary actions to retrieve Salesforce data that has yet to show up in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I update billing information of the SalesScreen app in Salesforce?

Change the billing information of the SalesScreen app in AppExchange on demand.
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Written by Simon Hordvik
Updated over a week ago
Microsoft Dynamics CRM

How do I integrate with Microsoft Dynamics CRM Online?

Integrate with Microsoft Dynamics CRM Online to sync data and visualize it in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

Which Dynamics user account should I use to integrate with SalesScreen?

Utilize a Dynamics CRM user account with admin privileges to successfully integrate Dynamics CRM with SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

Where can I find our Microsoft Dynamics CRM Organization URI?

Find and copy your Microsoft Dynamics CRM Organization URI to integrate with SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I create a subintegration within the Dynamics integration?

Create subintegrations to synchronize select Dynamics CRM entities with SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I synchronize Dynamics and SalesScreen user accounts?

Synchronize Dynamics and SalesScreen user accounts in order to visualize users' Dynamics activities in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I Synchronize Dynamics Users Manually?

Synchronize users manually in order to visualize their Dynamics activities in SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I know if a Dynamics CRM user account has the System Administrator role?

Find out if your Dynamics CRM user account has the System Administrator role, and can thus be used to integrate with SalesScreen.
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Written by Simon Hordvik
Updated over a week ago

How do I create an API user in Dynamics CRM?

Create a dedicated API user to act as the bridge between SalesScreen and Dynamics CRM Online.
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Written by Simon Hordvik
Updated over a week ago