Salesforce
Connect Salesforce, install the Aira panel, and control the fields and signals Aira syncs.
5 articles
- Connect Salesforce to AiraSync companies and contacts with Salesforce, write company details back, and add the Aira panel to your record pages.
- Choose what the Aira widget shows on your Salesforce recordsReorder and hide the sections the Aira widget shows on Salesforce records, separately for the main column and the sidebar.
- Install the Aira panel in SalesforceInstall the Aira managed package and add the Aira panel to your Salesforce Account and Contact record pages.
- Choose which fields Aira writes to SalesforceUse field mapping to control which company fields Aira writes into Salesforce, and when each one may be written.
- Choose which signals Aira syncs to SalesforceUse signal sync to control which company signals Aira sends into Salesforce for your workflows to act on.