Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
To connect to Salesforce, you will:
- From the Salesforce app page on Glances, click Connect Salesforce
- Enter your Salesforce Instance URL
- Click Connect
- Enter your Salesforce login credentials
- Click Log In