Databook

Alex

Geetanjali Sharma

Sync context from your systems to unlock full value of Databook

Core Operational Systems

How the Salesforce integration unlocks new use cases and value for your users

Databook Salesforce Integration: Overview

This guide helps you through setting up your Salesforce org to work with Databook using an External Client App.

Databook Salesforce Integration: Installation guide

Salesforce permissions that you need to explicitly enable for the integration to work

Permissions required for Salesforce integration

List of the fields that the Databook Salesforce integration syncs by default

List of default Salesforce fields to sync

Sync CRM data to enable the GTM Decision System and additional capabilities in the Databook application

Databook Salesforce Integration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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