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Connect your Salesforce instance to AmpUp to sync accounts, contacts, opportunities, and activity data. AmpUp will use this data to provide context-aware coaching and automatically log insights back to your CRM.

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Prerequisites

Before connecting Salesforce, ensure you have:
Salesforce admin permissions to install packages
AmpUp admin access for your organization

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Connect Salesforce

1

Install the AmpUp Salesforce Package

Install the AmpUp managed package into your Salesforce org using the link below:
Follow the prompts in Salesforce to complete the installation.
2

Configure Objects in AmpUp

Go to the Salesforce tile on the AmpUp Tools page and click Continue to Configure.
Configure Salesforce Integration

Salesforce Configuration

For each object listed, click Save. These are the objects AmpUp will pull from Salesforce.