To add Salesforce, go to the Integrations Page in Calixa, click on the Salesforce logo, and then follow the steps. You'll be prompted to log into your Salesforce account account to grant access to Calixa. Once complete, Calixa will start backfilling Salesforce data into you account and setup a daily sync so that all new data syncs seamlessly.

Calixa syncs the following Salesforce data:

  • Accounts
  • Contacts
  • Opportunities