RB2B

Setup Guide: Salesforce CRM

How RB2B's Salesforce CRM Integration Works

Customizing Your Salesforce CRM Integration

Playbook: Using Salesforce CRM with RB2B

Playbook: Setting Up Website Visitor Notifications for Account Owners in Salesforce

Playbook: Example Flows for Salesforce CRM

How to Add "RB2B" to Lead Source and Account Source Picklists in Salesforce

Re-Authenticating or Disconnecting Salesforce CRM

Frequently asked questions about RB2B's Salesforce CRM integration.

Salesforce CRM FAQs

Setup guides and FAQs related to RB2B's Salesforce CRM integration.

Salesforce CRM

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RB2B APIs

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RB2B OEM

Data Protection Addendum

RB2B for Agencies

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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