Connecting Salesforce to AccountAim

In this guide, you'll learn how to connect Salesforce to AccountAim.

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Integration Overview

AccountAim's integration with Salesforce is a two-way sync via the Salesforce API. By default, the sync is set to be read-only. Only a single AccountAim Admin needs to authenticate in order to set up the integration.

Sync Schedule

Customers have the ability to set the sync frequency in AccountAim in order to control API usage. For details on Salesforce's API usage guidelines, please visit Salesforce's website.

By default, automatic syncing is enabled. Manual syncing can be enabled by navigating to the Settings page in the AccountAim app.