Databook

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

Databook Salesforce Integration: Overview

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

Databook Salesforce Integration: Installation Guide

More detailed information about how the Databook Salesforce Integration works

Databook Salesforce Integration: Overview of Smart Incremental Read

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

Permissions Required for the Databook Salesforce Integration

List of fields to support key use cases and capabilities unlocked by the Salesforce integration

Default CRM Fields for Databook Salesforce Integration Sync

What is needed to accurately map your accounts to companies in Databook

How Databook Maps Your Accounts

Alex

Geetanjali Sharma

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.

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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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