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Set up the Salesforce Integration
Set up the Salesforce Integration
How to set up the Fellow <> Salesforce Integration
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

*** Salesforce Integration is available for users on the Business or Enterprise plans ***

The Fellow Salesforce integration is User level, meaning that each user will need to follow these instructions to get it set up.

Step

  1. Click on your avatar/company logo in the upper left hand corner of the screen and select User Settings

  2. Click on Apps & Integrations

  3. Scroll down to the CRM section and click on the Salesforce card

  4. Then click on the Connect button in the upper right hand corner

  5. If you are currently logged into your Salesforce account, you won't need to go through the full authentication step. Otherwise, just enter the email corresponding to your Salesforce account and follow the rest of the steps

  6. Once connected, you will see a confirmation message pop up at the bottom of your screen

  7. Now it's all about using the integration! You'll see a panel on the right hand side of the note whenever you have meetings with people outside your organization. Learn more about the integration here.

To Disconnect

  1. Just repeat steps 1-4, but this time click the disconnect button in the upper right hand corner

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