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Salesforce

  • Connect to Salesforce

    • Autopilot: How to connect to Salesforce and configure your sync preferences
    • Autopilot: Which editions of Salesforce does Autopilot support?
  • Configure Salesforce sync preferences

    • Autopilot: Configure Salesforce field mappings
    • Autopilot: Sync email permission with Salesforce
    • Autopilot: Why are some Salesforce fields read only?
    • Autopilot: Sync the Activity Feed with Salesforce's Activity History
  • Adding Leads and Contacts to Salesforce

    • Autopilot: Add new contacts created in Autopilot to Salesforce
    • Autopilot: What happens when a contact can't be synced to Salesforce?
  • Tips and tricks

    • Autopilot: Salesforce FAQ
    • Autopilot: What are the Salesforce specific triggers, actions and conditions?
    • Autopilot: How often does Autopilot sync with Salesforce?
    • Autopilot: How to monitor Salesforce API usage
    • Autopilot: What is the Salesforce Bulk API?