How to set up a Salesforce integration

As an AirDeck TEAMS admin, you can set up an integration with Salesforce to automatically save viewer information.

  1. Click the "Settings" cog at the bottom left of the platform and navigate to the Integrations page.
  2. Toggle the status of the Salesforce integration to "on".
  3. Click "Continue" on the popup that appears.

  4. On the new page that opens, log in with the Salesforce account you want to sync with.
  5. Click "Allow" on the popup to give AirDeck access.
  6. The page will automatically close when successful, and a notification will appear in the platform confirming your sync.

Tip: Some details can be managed within the integration by clicking the pencil "Edit" icon on the Integrations page.