Before you begin

Getting started

  1. Inside the admin panel click Add Data Source.
  2. Choose Salesforce from the list.
  3. Click Authenticate with Salesforce and go through the authentication flow.
  4. Make sure import Opportunity History report radial button is on.
  5. Click Save.

This document was last updated on October 2, 2020. If you notice any gaps, outdated information or simply want to leave some feedback to help us improve our documentation, please let us know!