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To add Salesforce data, Admin access is required. This access is granted in the Salesforce system.
July 14th, 2025 1 views 0 likes
ScaleXP's CRM integration allows you to forecast revenue from Closed Won deals with pending invoices, renewals and deals still in...
July 14th, 2025 3 views 0 likes
For consolidated companies, CRM connections are made in the parent company. Note that your CRM currency must match the currency...