The Predictive Index’s integration with Salesforce allows you to preview the names of Salesforce CRM items linked within a Perform workspace.
How to connect Perform to Salesforce
Log in to Perform.
Click "Settings" on the left-hand side.
Select "Integrations" from the options.
You'll land on the integrations page (linked here).
Scroll down until you see the Salesforce integration.
Click on the "Connect" button.
A window will open prompting you to sign in to your Salesforce account.
Log in to your Salesforce account.
Review the list of permissions requested by the integration.
Confirm by clicking the "Allow" button.
You will automatically be brought back to the integrations page in Perform. If the connection is successful, you will see a green success banner at the top of the screen.
How does the Salesforce integration work?
Once connected, the Salesforce integration allows you to preview the names of Salesforce links, in place of URLs.
Example: If you post a Salesforce URL as a discussion topic, the associated account or ticket will automatically populate.
Note: Only users who have connected Perform to Salesforce will see the name of URLs. If a co-worker looks at a URL in Perform but hasn’t configured the integration, they will only see the URL.