The Intricately Salesforce Viewer enables you to view your Salesforce account and lead records on company reports and in your Smart List results. Identify right away whether a company already has a record in your CRM!
Connecting to the Salesforce Viewer
- Visit your Features & Data page and click Connect to Salesforce under the Salesforce Viewer
- Log in to the associated Salesforce account and allow Intricately to authenticate (this should only take a few seconds)
You can disable or re-enable the Intricately Salesforce Viewer at any time.
How it Works
When you view an Intricately company, we use the company's domains to query your Salesforce and retrieve matching Lead and Account records. Intricately will query both Website and Email domain fields when attempting to identify matching Salesforce records.
Use the Intricately Salesforce Viewer to:
Save time with visibility into all Salesforce records associated with a company
Identify all of the domains operated by the target company
Get insights into duplicate Salesforce records to streamline your prospecting
On Company Reports:
On Smart Lists:
The Intricately Salesforce Viewer was purposefully designed to minimize the transfer of data between systems and avoid interaction with PII content. Intricately utilizes the OAuth 2.0 protocol for connecting to your Salesforce instance.
The Intricately Salesforce Viewer was purposefully designed to meet (or exceed) the most stringent security requirements necessary for handling our Customers’ CRM data. Some intentional features in our design:
The App does not collect User PII. We do not view your users’ email addresses or contact details.
The App does not collect Customer / Prospect PII. To perform matching of record objects, only domains (i.e. nike.com) are used and no Customer or Prospect PII is retrieved. If a domain is not available and an email address is used for record matching, the email itself is not visible to Intricately.