How do I determine if I’ve integrated my CRM system for the Conversion solution?

Updated:

In order to integrate Conversion with your CRM, one will need to complete the oAuth step in the Demandbase platform.

  1. Navigate to the Setup page: Home > Setup > Salesforce Integration 
  2. If the connection is successful, a green checkmark will appear next to "Sales Integration". If the integration is not complete, the checkbox will be grayed out.

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Note: We currently only integrate with Salesforce.com. 

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