Connect Salesforce relationships to delivered work.
Map selected Salesforce CRM records to FollowIncome operations while preserving source ownership and preventing ambiguous duplicate records.
Connection requirements: An account with permission to authorize the documented connection scope.
Related searches: Salesforce FollowIncome integration, Salesforce operations integration, Salesforce customer project sync
Connect accounts and customers
Map an authorized Salesforce account to the corresponding FollowIncome customer.
Carry opportunity context
Use selected opportunity details when a confirmed engagement becomes a project.
Resolve duplicate records
Preview match candidates and require review when identifiers do not agree.
Frequently asked questions
How does the FollowIncome Salesforce plugin work?
Map selected Salesforce CRM records to FollowIncome operations while preserving source ownership and preventing ambiguous duplicate records.
What does the Salesforce connection require?
An account with permission to authorize the documented connection scope.
How do I add the Salesforce plugin?
Choose Continue with Salesforce, then create an account or sign in to review setup and permissions.
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