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  • Welcome to Primer!
  • Managing Your Account
  • What's New
  • Intro to Primer's Database
  • Intro to Website Reveal
  • Information Security
  • Connections
    • Connecting the Primer Pixel
    • Connecting Ad Accounts
    • Setting up CRM
      • Salesforce Integration
        • Connecting Salesforce
        • Salesforce Requirements
        • Troubleshooting Salesforce
        • Restrict EU Records
      • HubSpot Integration
  • BUILD & MANAGE AUDIENCES
    • Set Up an Audience
    • Managing Audiences
  • REVIEWING PERFORMANCE
    • Understanding the Overview Map
    • Analyze Interaction and Demand
    • Gauge Conversion Lift with Holdouts
    • Conversion Notifications`
  • GTM Plays
    • Top of Funnel
    • Middle of Funnel
    • Bottom of Funnel
  • Ad Destinations
    • Google Ads
    • LinkedIn Ads
    • Facebook Ads
    • Reddit Ads
  • TROUBLESHOOTING CONNECTIONS
    • Fix Connection Errors
    • Meta Troubleshooting
    • Google Troubleshooting
    • Other
  • UNDERSTANDING PERFORMANCE
    • Benchmarking Success
    • Match Rate vs. Reach Rate
  • Learn More
    • Experimental Ad Destinations (Beta)
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  1. Connectionschevron-right
  2. Setting up CRM

Salesforce Integration

Connecting Salesforcechevron-rightSalesforce Requirementschevron-rightTroubleshooting Salesforcechevron-rightRestrict EU Recordschevron-right
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Last updated 1 month ago