RB2B's "Salesforce CRM" integration is only available to trialing and RB2B Pro subscribers.
To initiate your Salesforce CRM integration, navigate to Integrations from the sidebar menu. Locate and select Salesforce CRM among the integration options or visit https://app.rb2b.com/integrations/salesforce_crm
Once on the Salesforce CRM page, click "Connect to Salesforce" to begin the setup process.
Step 1: Sign Into Salesforce
If you are not currently signed into Salesforce, you will be prompted to create a new Salesforce account or sign in to your existing Salesforce account.
⚠️ Important Note: Salesforce requires an Account Owner to be set when an Account is created. By default, the user who set up the RB2B Salesforce CRM integration will be named as the Account Owner for all RB2B created Accounts.
Step 2: Connect App
Review RB2B's required access to your Salesforce account and continue connecting if you agree by clicking "Allow" at the bottom of the page.
Step 3: Get the Salesforce CRM Playbook
Now that you have connected RB2B to Salesforce, the next step is to get the most out of the data that RB2B will be sending to Salesforce. Our Salesforce CRM playbook has all of the information that you need to hit the ground running with RB2B's Salesforce CRM integration.
Step 4: Review and Customize Your Integration
Customize your Salesforce CRM settings to meet your use case.
Step 5: Invite Colleagues to RB2B
During the integration connection process RB2B pulls a list of your colleagues who have accounts in your Salesforce instance. These users can be found in the "Salesforce CRM Users" section of the Salesforce integration page.
To invite them to your company's RB2B account, simply click the "Invite to RB2B" button to the right of their name. Once they have an RB2B user set up, the invite button will disappear their status as an "RB2B User" will be displayed in its place.
RB2B does not automatically update the list of Salesforce users if users are added/removed from your Salesforce instance. To pull an updated list, click the "Refresh" button at the top right of the "Salesforce CRM Users" section.