Before you begin

Getting started

  1. Inside the admin panel navigate to the Data Sources page and click + NEW on the top right corner.
  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 If you notice any gaps, outdated information or simply want to leave some feedback to help us improve our documentation, please let us know!