Find best practices and a downloadable guide to ensure optimal AI performance and create relevant, effective responses
Review our Salesforce Integration Coffee Chat to discover how you can foster increased collaboration with your sales team, optimize departmental efficiency, and turbocharge your reporting capabilities utilizing the SFDC Add-On.
During the call we cover:
The Salesforce Integration is an Add-On Feature. Please contact your Account Manager if you'd like more information.
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Thanks to everyone who joined us today on our Salesforce Integration Coffee Chat!
@Susan Felke had a great question regarding how to set up Custom Fields in relation to the SFDC integration.
This article from the Help Center will help explain how to do it.
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