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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 10 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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