Setup guides and FAQs related to RB2B's Salesforce CRM integration.
8 articles
Setup Guide: Salesforce CRM
Customizing Your Salesforce CRM Integration
Playbook: Using Salesforce CRM with RB2B
How to Add "RB2B" to Lead Source and Account Source Picklists in Salesforce
How RB2B's Salesforce CRM Integration Works
Getting the Most out of RB2B's Salesforce CRM Integration
Re-Authenticating or Disconnecting Salesforce CRM
Salesforce CRM FAQsFrequently asked questions about RB2B's HubSpot CRM integration.