The Salesforce integration provides the following functionality:

To integrate Salesforce with ClientSuccess, you must:

Recommendation

We highly recommend using a Salesforce user account dedicated for the integration to isolate salesforce API usage coming from ClientSuccess.
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1. Install the ClientSuccess package in your Salesforce instance.

2. In ClientSuccess navigate to Global Settings > Apps & Integrations.  

Click "Settings" to the right of "Salesforce" to reveal configuration settings then click the "Connect to Salesforce" button and sign in with the dedicated Salesforce user account.  

3. Enter your Salesforce Organization ID and click "Save." 

If you don't know where to locate your Organization ID, follow the steps in our "Where can I find my Salesforce Organization ID?" article.

4. Use the Import Wizard in ClientSuccess to import your existing accounts from Salesforce.

The "import your existing accounts" documentation above contains a critical step to complete the initial import of clients and contacts. The Import Wizard requires a one-time true-up that must be completed by our support team (again, refer to above documentation).

Once you've completed the steps 1-4, we recommend considering the options below.