-
Configure the Salesforce Integration
Connect Cognism to Salesforce to export Leads, Contacts, and Accounts directly into your CRM. Once configured by a Co... -
Configure Salesforce Export Settings
Configure how Cognism exports records to Salesforce. Export settings allow administrators to control whether users ca... -
Configure Salesforce Field Mappings
Field mappings determine how Cognism data is written to Salesforce when exporting Leads, Contacts, and Accounts.You c... -
Configure Salesforce Duplicate and Matching Rules
Salesforce uses Matching Rules and Duplicate Rules to determine whether a record already exists in your CRM and wheth... -
Use Static IP Restrictions with Salesforce
If your organisation restricts access to Salesforce Connected Apps using IP allowlists, you can configure Cognism to ... -
Salesforce Export Troubleshooting
If an export to Salesforce fails, Cognism displays the error returned by Salesforce.This article explains the most co... -
Salesforce Integration FAQ
Find answers to the most common questions about the Cognism Salesforce integration.Do I need to enable Data Import to... -
Salesforce Integration Requirements & Permissions
This article outlines the requirements, supported editions, permissions, and other considerations for using the Cogni...