Connecting Salesforce
Currently, Avid only supports connecting to production Salesforce instances. Connecting to a Salesforce sandbox is not yet available.
To connect your production Salesforce instance:
- Log in and navigate to the Settings section of your Avid platform
- Click 'CRM' in the Avid AI Integration Checklist, 'Connect your CRM' under Connect your CRM System, or the Add button and 'System'
- Find Salesforce in the listed tiles
- Click 'Authenticate'
- Use your Salesforce login and Password (if your are already logged in, it will ask you to 'Allow')
- Approve the authentication instructions allowing Avid access and requests for the API
- Clicking 'Allow' will connect Avid (or, if you don't have the right authorization, invite a teammate to join Avid)
- You're done for now
From here, you can explore benchmarks while your data begins to backfill. This usually takes up to 24 hours. You’ll also receive a reminder from Avid to customize your column mapping and approve default settings once your data is available.
If you run into issues connecting your Salesforce production instance, please use the Support form in the navigation to reach out.
👉 Note: Salesforce does offer the option to create an API-only connection. If you’re interested in setting that up, you can learn more here.
If connecting directly isn’t an option for you, you can still use Avid by uploading files. Learn more: When should I use file uploads?