Salesforce

Salesforce is a cloud-based software company that provides CRM service and a suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Churned seamlessly integrates with Salesforce as a destination connection. If you already use Salesforce, we highly recommend connecting to it, as it is the fastest way to experience the full value Churned has to offer. This integration ensures real-time data synchronization and enhances your ability to engage with customers effectively.

How to connect Salesforce to Churned.io

Login to Churned platform and go to integration part. Click on "New Integration" and add Salesforce.

After adding Salesforce, you will need some more information as you can see in this image.

In order to get the following data, you need to login to your Salesforce account.

• Salesforce Username:

  • Your Salesforce username is the email address you use to log in to Salesforce.

• Salesforce Password:

  • Your password is the one you use to log in to your Salesforce account.

• Salesforce Security Token:

  • If you don't have a security token, you'll need to reset or generate a new one. Follow these steps to get your Salesforce security token:

    • Log in to Salesforce.

    • Click on your avatar in the top right corner and go to "Settings" or "My Settings."

    • In the left sidebar, navigate to "My Personal Information" > "Reset My Security Token."

    • Click the "Reset Security Token" button. Salesforce will send an email to your registered email address with the new security token.

• After entering these details in Churned, click the "Send" button to complete the integration.