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Salesforce Integration
Getting started
Companies
Opportunities
Opportunities
Elements
Contacts
My Organization
My Account
Salesforce Integration
Installation Steps
Troubleshooting
Metrics Database (mDB)
What's new?
MEDDICC Enable
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Help Center
Salesforce Integration
Getting started
Companies
Opportunities
Opportunities
Elements
Contacts
My Organization
My Account
Salesforce Integration
Installation Steps
Troubleshooting
Metrics Database (mDB)
What's new?
MEDDICC Enable
Salesforce Integration
Find out how to integrate the mOs with your own Salesforce account!
Installation Steps
Overview of the mOS/Salesforce Integration
1. mOS Installation Steps
2. Grant User Access to mOS Package
3. Get the API mOS Credentials
4. Configure Field Mapping/Custom Metadata (Optional)
5. mOS Settings
6. Integration Logs
7. Synch to the mOS button
See more
Troubleshooting
Salesforce Troubleshooting FAQs