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Create TMetric Client for new Salesforce Account

This integration selects new Salesforce accounts and imports them to TMetric as clients.

Note: It does not import pre-existing Salesforce accounts to TMetric clients.

How to Set Up

  1. Select or create connections: Salesforce connection for Source and TMetric connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create TMetric clients from specific new Salesforce accounts, configure filters in the task editor.