The Salesforce tile offers the ability to read data on Leads, Opportunities and Contacts, and update data according to their Salesforce permissions.

How to Use

Once you place the Salesforce tile onto the page, you will need to authenticate. The authentication panel opens in a new tab in your browser where you can enter your Salesforce username and password

Once authenticated, your data will be loaded into the tile.

Filtering Views

You can filter and sort on each field. You can also customize your view by clicking Add / Remove Columns.

Editing Permissions

When you hover over a field and see a pencil icon, you have permissions to edit this field. 

When you hover over a field and see a padlock icon, you do not have permissions to edit this field.

Related Links: 

Dynamics 365

Did this answer your question?