Here is a quick guide for how to connect Primer to your Salesforce Instance

Read Data from Salesforce

Step 1. Go to the “Integrations” tab from the navigation and click “Connect” button in the Salesforce section

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Step 2. Confirm by clicking “Connect” button in the modal.

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Step 3. Log into your Salesforce instance. Please make sure your Salesforce administrator has granted you access to set-up an API integration. Your user should have access to read Lead, Contact, and Account Objects. Access to Campaigns for bulk Campaign import and access to Opportunities for conversion tracking is also recommended.

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Step 4. Select your Salesforce Account to connect to Primer

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Step 5. Confirm that your Salesforce instance is now connected to Primer.

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Write Data to Salesforce

Prerequisite: In order to be able to write data to Salesforce, you must first set-up integration for Primer to read data from Salesforce.

Step 1. Click “Connect” in the “writing to CRM” section of the Salesforce Integrations page.

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