Salesforce Connections
Admin for Salesforce connections
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
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
*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
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