Salesforce

Syncing

Accrue reads accounts, opportunities, contacts and forecasts from Salesforce, so bookings and pipeline figures match what your sales team reports.

Permissions

We read standard and custom objects you select. We write opportunity fields and activity notes back to Salesforce. Writing is off until you turn it on, and each change is approved by a person first.

Setup

Connect with a Salesforce user that has API access, pick the objects and fields to include, and the first sync runs in the background.

Disconnecting

Disconnect at any time from settings. Anything Accrue has already written stays where it is, and nothing further is read.