Salesforce Connections

Admin for Salesforce connections

Connecting Your Salesforce Account to Lexio
Steps for creating a Salesforce App in Lexio: *You must be an Admin to create a new data connection* Login to Lexio, go to the "Data" page and c...
Thu, Mar 11, 2021 at 10:09 AM
Salesforce Base Story Data Configuration
Lexio's Salesforce narratives are powered by certain data points. The data points Lexio needs for the base Booking and Pipeline story are listed below....
Thu, Sep 30, 2021 at 2:09 PM
Updating Your Salesforce Connection in Lexio
*You must be an Admin to update a data connection*   You may need to update your Salesforce connection if or when your SF password or token expires. When ...
Fri, Apr 16, 2021 at 4:28 PM
Lexio Embedded in Salesforce
Did you know you can have the full Lexio experience embedded directly in Salesforce? Here are instructions for creating a Salesforce "tab" so you ...
Thu, Mar 26, 2020 at 1:23 PM