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Salesforce Integration - How to sync companies
Salesforce Integration - How to sync companies

Finder Guide | Salesforce Integration | Sync Companies

David Bote avatar
Written by David Bote
Updated over 7 months ago

Syncing companies from your Cyndx list to your Salesforce account will be available once you have fully Integrated both your Salesforce and Cyndx account.

​​Important Note: Only in an Admin account, in Cyndx platform, can perform sync for company-level and/or contact/lead-level.

​How to set up Salesforce integration



How to sync company from Cyndx to Salesforce:


Step 1: Find the company, or companies, you want to search or if you have a list, you may pull it from "Lists":


Step 2: Select the company you wish to sync, then click the cloud-like icon. A prompt will pop-up indicating that you have successfully synced the company to your Salesforce:


Or click the company to open its profile, and there you can continue syncing the company to your Salesforce:



How to sync multiple companies from Cyndx to Salesforce:


Step 1: Find the company, or companies, you want to search or if you have a list, you may pull it from "Lists":



Step 2: Select the companies you wish to sync.
(Note: You can only sync up to 100 companies at a time):


Step 3: Click the Sync button, cloud-like icon, beside the Advanced Search to perform multiple companies sync, which will toggle a prompt indicating you have successfully synced the selected companies to your Salesforce:



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