🕹️ Features

Our Salesforce integration allows you to:

1. Use our Chrome extension in Salesforce
   1. Our Chrome extension, when loaded on a Salesforce page, automatically detects what object page you are on and pulls additional information about the object from our systems. HeadsUp uses the Salesforce API to look up information about the object that is loaded on the web browser to pull the field we need to use to map it back to an object in HeadsUp.
2. Sync attributes in HeadsUp as custom fields into Salesforce
   1. HeadsUp can sync values into a custom field in Salesforce and uses the connected Salesforce user’s account to update such fields. The custom field must already exist in Salesforce and needs to be created in advance.
   2. More info here: Syncs
3. Create Salesforce objects like leads, contacts, and accounts
   1. HeadsUp can also create objects and uses the connected Salesforce user’s account to do so.
   2. More info here: Automation
4. (Coming soon) Add Salesforce objects to Salesforce campaigns
5. (Coming soon) Create Salesforce tasks

🔒 Connection & Authentication

We connect to Salesforce using OAuth and request these permissions:

• Access the identity URL service
• Access unique user identifiers
• Manage user data via APIs
• Perform requests at any time

We do not require installation of a managed package application.

How to connect

1. Log in and then click into the Settings page on the left-hand side menu bar