📄️ Authentication
This guide outlines the authentication process for integrating PrimeRole with your Salesforce CRM. This secure connection enables seamless data flow between the two platforms.
📄️ Object Mapping
After authenticating with your CRM, you'll configure how PrimeRole's data maps to your Salesforce objects and set necessary permissions.
📄️ Field Mapping
After object configuration, map PrimeRole system fields to your Salesforce fields to ensure accurate data transfer.
📄️ User Mapping
User mapping connects PrimeRole and Salesforce users, crucial for proper record ownership and attribution within Salesforce.