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SalesForce Integration

If your subscription includes SalesForce integration, you can follow these instructions to get it set up for your account.

1. Sign in to your WeDidIt account and click 'Dashboard' in the top left and then 'Contributions'.

2. Click 'Contributions List' then select 'CRMs Exporting'.

3. Click 'Setup SalesForce'.

4. Follow the 6-step setup process in the instructions on the page you see in the WeDidIt platform. When you're done, click 'Save & Next'.

 

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