https://support.tethr.com/hc/en-us/categories/360001781174-Outbound-integrations Outbound integrations
https://support.tethr.com/hc/en-us/sections/115004090287-Salesforce Salesforce

Add a Salesforce integration

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
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Overview:

Add Salesforce data to your calls.

Warning: You must be a Tethr admin to complete the following steps.
Admins: Salesforce needs to be enabled for your organization before adding the Salesforce integration. If it's not, first submit a support ticket to get Salesforce enabled.

Add a new Salesforce integration:

  1. If you're not already viewing your user profile page, click on the Settings option in your user menu.
    AddingSalesforceIntegration-Step1.png
  2. Click on the Add integration menu and select the Salesforce option.
    AddingSalesforceIntegration-Step2.png
  3. Type a new dashboard name and then click the Create button.
    AddingSalesforceIntegration-Step3.png
  4. Click on the Integration title. In the blue box, rename the title and then press either the Return or Enter key on your keyboard.

    Tip: You can also initiate the rename step by clicking on the Rename option in the Actions ••• ) menu.
    AddingSalesforceIntegration-Step4.png
  5. Click the Save button.
    AddingSalesforceIntegration-Step4B.png
  6. Click the Connect to Salesforce button.
    AddingSalesforceIntegration-Step5.png
  7. Enter your Salesforce information in the Salesforce login pop-up window.
    AddingSalesforceIntegration-Step6.png

What's next?