Salesforce

What can it do for you?

Bulk import and sync your Accounts in the Salesforce CRM software to your dashboard in TISCreport.

More about the integration

Authenticate using your Salesforce account to grant read only access for TISCreport to automatically import your Accounts from Salesforce to your dashboard in TISCreport. We will sync your Accounts every 30 days to automically keep your dashboard up-to-date. You can choose to only import some of your Accounts based on the Account Types configured on your account.

From each Account we will import the following fields to your dashboard:

• Account ID
• Account Salesforce URL
• Organisation Name
• Account Type
• Website
• Ticker Symbol
• DUNS Number
• Address