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User Guide: Adding a Salesforce Content Block to a Workspace
User Guide: Adding a Salesforce Content Block to a Workspace
Mark Fershteyn avatar
Written by Mark Fershteyn
Updated over a year ago

Now that your Salesforce integration is setup, you can start syncing all your Opportunity & Account fields in real-time.

In order to add a Salesforce content block, you'll first need to make sure your Workspace has been sync'd to the correct opportunity.

In your Recapped workspace, select "+ add content here" in the middle of the screen, and select the "Salesforce" block.

You'll then select which opportunity corresponds to the workspace:

Once the block has been added, simply select the fields you would like to add from the "Edit Fields" dropdown in the top-right.
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You can even save this Salesforce block into your Content Library to be reused in the future on other workspaces!

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