To add Salesforce data, Admin access is required. This access is granted in the Salesforce system.
What level of access do I need to add Salesforce data?
Discover the required level of access needed to add Salesforce data
-
Getting Started
-
View By Section
-
Achieve Business Outcomes
-
Data and Integrations
-
Most popular
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- ScaleXP Invoicing: Automations with HubSpot workflows
- Configuring your revenue data upon initial setup
- Basic setup: Settings to configure when getting started
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- How ScaleXP reads dates
- How to add a budget or forecast