In this video, we will walk through the LinkSquares Analyze integration in Salesforce.
The Salesforce Analyze integration enables your team members who use Salesforce, such as sales, customer success, or sales operations, to access critical information related to your executed contracts that are tracked in LinkSquares, directly within Salesforce.
The topics covered in this video are listed below.
1. High-level overview: 00:09
2. AutoPull overview: 00:54
3. DropZone overview: 01:24
- Installation recommendations
- Uploading multiple files to the DropZone
4. AutoPush overview: 02:18
5. DropZone demo: 03:02
- Dragging and dropping an agreement into the DropZone
- Salesforce LinkSquares Object ID
- Salesforce Object ID
- The Custom Object and fields
- Updating integrated information in LinkSquares
- Direct links to the agreement in LinkSquares
6. Use case: 05:35
Additional Resources
You can learn more about the Salesforce Analyze integration, including a deeper dive into its features, here: Salesforce Analyze: Feature Overview and Configuration