To integrate Leadfeeder with Salesforce, you need to have admin rights in both Salesforce and Leadfeeder.
Although we require specific permissions in Salesforce (as mentioned here) we will NOT modify any data in your Salesforce.
For the matcher and sync to run, we need, as a minimum:
the Account name
the Account domain name, and
the Account owner ID
This will enable us to sync your Salesforce data with Leadfeeder so that you can start sending Leadfeeder data directly to your Salesforce account.
To create entities in your Salesforce from Leadfeeder, you will need to have read and write permissions to all the fields you choose to map based on this article.
The data we sync from your Salesforce is stored on our AWS servers in encrypted form (in transit and at rest).
If you decide to remove the Salesforce integration from Leadfeeder, we delete all the data we have synced from your CRM from our servers.
--
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@leadfeeder.com.
RELATED: