Searching lists from Salesforce

You can search for sales intelligence related to your Salesforce accounts inside Triggr. This is done by selecting lists that you have saved in Salesforce.

1) Ensure you have connected Salesforce to Triggr.

2) In LeadFinder, or Triggr Events, click My Integrations in the Filters area.

My Integrations

3) Select which List Type you would like to search.

Salesforce list selection

4) Select the List that you would like to access.

Salesforce Accounts

5) Triggr will then ask if you would like to Link this list to Triggr.

Link Lists

6)  Triggr will now be able to find Sales Intelligence related to your list whenever you like.


Note: If you would like to see all the lists that are Linked to Triggr, Go to Settings > Integrations > Salesforce > Linked Lists

Linked Lists


See Also:

Connecting Salesforce CRM
Install the Triggr Package in Salesforce App Exchange
Add Triggr Events to a Salesforce Campaign
Create Triggr as a Lead Source in Salesforce
Triggr’s CRM Matching Logic

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