Setup Guide - Salesforce
Follow our setup guide to connect Salesforce to DataChannel.
To connect Salesforce to DataChannel, you need:
Select a data destination for your Salesforce Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.
Data Warehouse once selected cannot be changed.
Authorise DataChannel to connect to your Salesforce account using OAuth using the process described here.
Click on + Data Pipeline to start adding data pipelines to your account.
Details of individual objects and reports are available here.
Still have Questions?
We’ll be happy to help you with any questions you might have! Send us an email at firstname.lastname@example.org.
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