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Salesforce import

Abstract

Connect your Symon.AI and Salesforce accounts to import your data.

Connect your Symon.AI and Salesforce accounts to import your data.

Importing data

  1. In Symon.AI, go to the Data tab.

  2. Click Import data.

  3. In the Third party sources, click Salesforce.

  4. Click New connection.

  5. On the Connect to your Database page, enter the connector name. Click Next.

    You are redirected to the Salesforce website.

  6. On the Salesforce website, enter your credentials.

  7. On the Allow Access? page, click Allow to give Symon.AI access to your Salesforce account. You will be redirected back to Symon.AI.

    Note

    After you allow Symon.AI access to your Salesforce account, you can find Symon.AI listed as a connection in your Salesforce account. To view the connection listing, go to your Salesforce profile and click Settings > My Personal Information > Connections.

    If Symon.AI is not listed as a connection, or if the connection is revoked, recreate a Salesforce connection in Symon.AI to import from Salesforce.

  8. On the Select data page, select the directory and the start date. Click Next.

  9. On the Obfuscate data page, select the data sets that you want to conceal. Click Next.

  10. On the Review page, review the data sets that you are importing.

  11. Click Import data.

    The data is available on the My Data page.