Admin Guide: Salesforce Integration Overview & RequirementsEasily sync your data bi-directionally and cut down on duplicate work
Admin Guide: Pulling Salesforce fields into RecappedEasily integrate Salesforce Account and Opportunity fields into Recapped
Admin Guide: Pushing Recapped Fields to SalesforcePushing deal critical data points into Salesforce helps create better reporting and provides deal insight like never before!
Embed Recapped in Salesforce
User Guide: Adding a Salesforce Content Block to a Workspace
User Guide: Syncing A Workspace to a Salesforce Opportunity