Skip to main content

Symon.AI help center

Salesforce connector

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.

    You will be redirected back to Symon.AI.

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

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

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

  10. Click Import data.

    The data is available on the My Data page.