Add Salesforce to Fulcrum

To add Salesforce to Fulcrum and ingest account-level data to Fulcrum, follow these steps:

Step 1: Navigate to the Fulcrum's Integration Page

• Log in to your Fulcrum (opens in a new tab) account using your credentials.
• Once logged in, navigate to the integration page.

Step 2: Select "Connect" by Salesforce

• On the integration page, look for the Salesforce integration.

• Once you find the Salesforce integration, click on the "Connect". This will initiate the integration setup.

Step 3: Authenticate with Salesforce

• You can specific which field Fulcrum should treat as unique organization ID. (Default is the Account ID column).

• After confirming the field, click on the "Connect Salesforce" button to proceed.

• You will be redirected to your Salesforce login. Enter login details and submit.

• This will authenticate with Salesforce and bring you back to the Fulcrum app

• At this point, the integration setup is complete, and Fulcrum will start fetching account data from Salesforce.

Now, you can create dynamic segments on the real-time data from Salesforce and any additional sources you have connected.