Salesforce Pipeline Sync

Owned by Robert Van Brunt
Jun 14, 2024
2 min read

Prerequisite:

Authenticate your Salesforce account on ML Platform

 

  1. Navigate to the Manage Integrations page on ML Platform

    1. image-20240614-140036.png

  2. Select the Setuplink under Pipeline

    1. image-20240614-140212.png

  3. Toggle the Sync Data button to On. Note that it will take up to 24 hours for the initial sync to occur. After that, the data will sync nightly.

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  4. Optional - Enable Filtering if you want to make additional fields available to analyze your data on the ML Platform Pipeline page. You can select a maximum of 6 fields to filter