Territory Plan w/ SFDC

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Salesforce instructions. This is a one-time setup and then it automatically updates.

First, create a report in Salesforce of your accounts and important fields to those accounts such as Employees, License Seats, Website, Contract End Date, etc. 🌟 Important: be sure to include the Salesforce Account ID field. 🌟

Make sure to save the report with a name that you know like “My Name Accounts”

Once you have a report Click “Insert” in the top right hand corner

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Next, in the right hand Insert panel. Search for Salesforce in the search bar.

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You will be prompted to add Salesforce to your doc. Click “Add to doc.”

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Next, head back to the right side panel and click “Report”.

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You will authenticate to your Salesforce instance.

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Click “Complete Setup”.

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Yay! Now you head back to the right side panel and under “Report” search for your report name.

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Now, press and hold the report name from the side panel to grab it and move it to the canvas. It will now sync in your records.

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Territory Plan w/ SFDC

⁠Loadingwww.loom.com⁠Salesforce instructions. This is a one-time setup and then it automatically updates.

⁠
`Loading www.loom.com`⁠
Salesforce instructions. This is a one-time setup and then it automatically updates.