In this video, we will walk through the LinkSquares Analyze integration in Salesforce.
The Salesforce Analyze integration allows your team members who use Salesforce — such as sales, customer success, or sales operations — to access the critical information related to your executed contracts that are being tracked in LinkSquares, right 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