Before integrating Romify with Salesforce, it is important to consider several factors.

Integration User

You need to select Salesforce credentials for the user who will be doing integration with Salesforce. Those credentials will be need to login to Salesforce when creating the integration.

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User Rights For the Integration User

Duplicate Check for Salesforce

There are multiple option to check duplicates. You can do it on:

Record Types

When creating a Lead or Task you need to choose which Record Type to use.

Once integration is complete, you can easily configure these settings in Romify Hub. To select a Record Type, simply navigate to Setup (1) → Integrations (2) → Salesforce (3). From there, go to Integration Settings (4) and select the Record Type (5) for either your Lead or Task

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