Connecting & Authorizing TruSales
You connect your TruSales instance with your Salesforce environment using an "integration user" with specific Salesforce permissions. Please review the minimum necessary Salesforce permissions for your integration user here: click to review.
You will also need an “authorization URL” from Primary Intelligence for the integration user. The authorization URL is used to authorize and connect TruSales with your Salesforce instance.
If you have not received this URL, please contact your implementation specialist.
Click on the “Start Syncing Data” button to begin the initial sync.
TruSales will sync the minimum required data and any additional fields you have enabled in the "Sync Settings" section of your TruSales Organization Settings. See minimum required Salesforce data here: review required data
Depending on the size of your organization, the initial sync can take up to several hours.