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すべてのコレクションMakeLeaps for Salesforce Setup4. Open MakeLeaps for Salesforce
【MakeLeaps for Salesforce】Sync “Account” information with MakeLeaps
【MakeLeaps for Salesforce】Sync “Account” information with MakeLeaps

Open MakeLeaps for Salesforce

5年以上前に更新

Select if you want All Salesforce “Account” information Synced with Makeleaps.
Under “Accounts,” the information with “Allow MakeLeaps Export” checked will be synced with MakeLeaps (Account Administrators are the same.

1. From the “Account” tab, select the “All Account” view

2. Select the Account to synchronize and click on “Sync with Makeleaps”

3. Click “Confirm” on the confirmation screen

4. Complete (Depending on the number of accounts selected, it may take some time before it is reflected in MakeLeaps.)

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