Can I configure my Salesforce Connector? | DueDil

Can I configure my Salesforce Connector?

Select 'My Account' and then 'Salesforce' to access your Salesforce preferences. From here you can:

  • Configure your Salesforce account object.

  • Choose whether you'd like company directors to be added as contacts within the Salesforce account.

  • Configure your Salesforce contact object.

  • Configure your Salesforce lead object.

Your Salesforce account, contact and lead fields will be available for you to map DueDil data on to (we've provided some defaults to help you get started). Select the Salesforce field you would like to add and then the corresponding DueDil field. DueDil Enterprise account administrators can save and lock these settings so they apply to their entire team.