Configuring Your Salesforce Integration

Learn how to get Turtl and Salesforce talking to one another

Maruša Barle avatar
Written by Maruša Barle
Updated over a week ago

Setting up your Salesforce integration allows you to share data between Salesforce and Turtl to access individual reader insights via the reader dashboard. This guide outlines the steps for setup.

Note: All Teams within the tenant will have access to the available integrations.

1. Tell us to enable the integration

Contact your Customer Success Manager or to get the integration enabled on your accounts.

2. Authorize the integration

Once it's enabled, you'll be able to see an integrations tab in your account settings.

Click into the Integrations and you will then see a Salesforce tab - this is where you'll need to enter your API user credentials. Follow these Salesforce instructions to set up your API user. Don't forget to add a label to your integration and click save when you're done.

3. Start tracking leads from forms and lead capture URLs

You'll now be able to review the individual reading journeys of anyone who fills in a Salesforce form within Turtl or opens a lead capture URL sent from Salesforce.

Read our guides below to learn more about these features:

Add an additional Salesforce integration

If you need to add another Salesforce integration just click Add an additional Salesforce integration and follow the instructions in step 2.

Note: Any additional integration will need to be applied to a specific workspace or Doc by our Turtl's technical support team. Contact your CSM or for more information.

Did this answer your question?