Connecting your Salesforce Account

  1. On the homepage of the application, hover over your avatar on the top right to review your user menu.

  2. Click Salesforce Integration.

  3. Click Enable in the pop-up, and a Salesforce window will open for you to give QuantCopy permissions to see your Salesforce data.

  4. Done! Now the Accounts, Contacts, and Leads tab will show Account, Contact, and Leads objects respectively.

None of your Salesforce customer data is retained by QuantCopy, except when you specifically import them into Projects.