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You must have an admin access to your Salesforce to successfully integrate.

Setup Salesforce CRM integration

Integrating Salesforce CRM with Thena allows seamless data synchronization and enhances workflow efficiency.

Step 1: Integrate

1. Log in to your Thena dashboard
2. On the left-hand side menu, click on the 'Integrations' tab
3. Click 'Set up' against 'Salesforce CRM'

Step 2: Authenticate

• A new window will prompt you to log in to your Salesforce account. Enter your credentials and grant Thena the necessary permissions to access your Salesforce data.

Step 3: Configure

• After authentication, customize your integration settings according to your business needs. This may include mapping Salesforce to Thena fields, setting up synchronization preferences, and configuring data flow directions.

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Your Salesforce CRM integration should now be active.

Benefits

• See mapped CRM fields in your Display view to personalize your Kanban card/List view row and Drawer experience.
• Filter your requests on Kanban/List view using CRM fields such as ARR and Opportunity stage.

FAQs

Why is my integration not working?

Check if the Salesforce API access permissions have changed or if there are any issues with the Salesforce service.

Why is my account data not syncing with Salesforce?

Verify the field mappings and synchronization settings in your Thena dashboard.