All of GleanView’s products integrate directly with Salesforce and the integration settings can be found in Company Settings / Integrations / Other.
The first step in setting the integration up is to click the enable button to establish and authorize the connection between GleanView and Salesforce.
You will need to enter your Salesforce userid and password and then you will be prompted to Allow Access.
After allowing access, the Salesforce integration card in GleanView should display “Enabled” and a settings button will allow be displayed at the bottom of the card. You can disable access at any time by simply clicking the Disable button.
Editing the Integration Settings
When you edit the settings, the first step is to set the conditions for accounts to be synched from GleanView (GV) to Salesforce (SF). You can specify any combination of account conditions. One of the easiest is tags. Create a tag in GleanView that your team can add to an account when it is sales-ready and use it as the synch condition. If you do not add contact synch conditions, then all contacts associated with each account meeting the synch conditions will be also be synched.
Next, you select which accounts should be synched from SF to GV. You can select a tag to be attached to each account that comes into GV from SF, and you can select the conditions for SF accounts to be synched into GleanView.
Next, you map the field names and overwrite conditions. You can choose for account information from GV to always overwrite fields when synching to SF or only if the SF field is blank. Click the contacts tab and map your contact fields. Required fields are denoted with a red star. These fields must be mapped. All others are optional.
Click the Activate button and you’re done! Synch occurs once per hour.