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.


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