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
- Select or create connections: Salesforce connection for Source and TMetric connection for Target.
- Specify the schedule on which the integration will run automatically.
- To create TMetric clients from specific new Salesforce accounts, configure filters in the task editor.