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Connect Salesforce

1

Open integration settings

Navigate to Settings > Integrations in Exante and find Salesforce in the CRM section.
2

Start the connection

Click Connect to open the Merge Link authorization flow. This opens a secure window where you can sign in to Salesforce.
3

Authorize access

Sign in to your Salesforce account and grant Exante read access to your accounts, contacts, and opportunities.
4

Wait for initial sync

Exante begins importing your Salesforce data immediately after authorization. The initial sync may take a few minutes depending on the size of your data.

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After connecting

Once connected, Exante will:
  • Import all Salesforce accounts as parties
  • Import contacts and attach them to the correct party
  • Import opportunities as documents with deal details
  • Keep data current via background sync (webhooks + periodic polling)
You can check the sync status in Settings > Integrations > Salesforce.

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Disconnect Salesforce

To disconnect the integration:
  1. Go to Settings > Integrations > Salesforce
  2. Click Disconnect
  3. Confirm the disconnection
Disconnecting removes the link between Exante and Salesforce. Previously synced data remains in Exante but will no longer be updated.