• Adding Users To Your Organization

    Org Admin Workflow If you have Org Admin permissions in Lexio, you will now see the Admin tab when you open the left sidebar. When you click on "Admin" in the left sidebar, you will be sent to a page where you will see tiles for all of the Lexio users that belong to your organization.      Addin...

  • Connecting Your SalesForce Account to Lexio

    This article will demonstrate how to connect your SalesForce account to Lexio.   Note: Similar to other business intelligence applications that connect directly to your Salesforce, Lexio will draw from your allowable Salesforce REST API Quota. The initial connection to your Salesforce will use th...