Connecting your Salesforce data connector allows for your team to search through your salesforce contacts, accounts, leads and opportunities. In order to connect your Salesforce data connector, you will need to be an admin of your GoSearch workspace.
Steps to connect your Salesforce data connector
- Head to gosearch.ai and select the data connectors option in the left column of your dashboard.
- Within the data connectors menu, look for the one labeled Salesforce. If you do not see it in the available data connectors, check connected apps to ensure another team member hasn’t already completed the connection.
- Select the connect button to the right of the Salesforce connector. This will open a new window prompting you to sign into your team’s Salesforce workspace.
- Once signed in, you will be prompted to grant GoSearch access to your team’s workspace granting access to publicly available contacts, accounts, leads and opportunities.
- Once access is granted, do a quick GoSearch search to verify that your Sealesforce data appears in the search results.
Once connected, complete a test search to ensure that your connection was completed. If you have any questions, feel free to reach out to our support team.
