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1. Choose which accounts are synced in the Account Insights Salesforce Connector

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   Gathering Feedback  ·  4 comments  ·  General Feedback » Customer Traits & Segmentation  ·  Delete…  ·  Admin →
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   Sarah Dimond commented  ·  Mar 5, 2021  ·  Edit…  ·  Delete…

   Unfortunately we cannot use the SF connector without being able to set conditions on which contacts get synced, For example we only want active users who are end users to be synced, not the procurement or IT people.

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   Sarah Dimond supported this idea  ·  Mar 5, 2021