Sync customer data from Salesforce

You can now specify information you want to sync into Canny from Salesforce.

This is great because prospects often don't have an account—meaning the Canny SDK can't identify them. Instead, information like title, deal size, etc. lives in Salesforce. Having that information in Canny is helpful for segmentation and prioritization.

From your Salesforce settings page, choose the fields you'd like to sync:

And that's it!

Canny will start pulling in that information which should be available to you shortly after.