Skip to main content
Radius Help Center

Set Up Radius Connect in Radius

In Radius, configure the fields and other information users will see on Salesforce records. If you need to, add Connect users.

Configure Radius Connect

Configure and preview the Radius Connect cards that appear on Salesforce object pages. 

  1. From the main menu, click Integrations.

  2. Under Integrations, select Salesforce.

  3. From the Radius Connect tab, select the Radius contact and business signals that will appear in Radius Connect. You can rename the contact and nearby businesses cards if you want to. Next, select your Radius goal and select the type of businesses you want to see: New records from Radius or records that are Open, Won, or Lost in your CRM for the selected goal. Want to specify a search radius based on how far your field reps typically travel? Go for it.

    ConnectSetup.png

  4. Click Preview Connect Setup to see how the Connect cards will appear in Salesforce. 

  5. When you're happy with how things look, save your settings.

Add Connect Users if You Need To

If you have unlimited Radius Connect users, you're good to go. If not, you'll need to add users. The Connect Users list tells you how many Connect licenses you have and how many of those have been assigned. If you need to do a bulk add, please contact Radius Support (support@radius.com) and we can help.

  1. On the Radius Connect tab, under User Setup in the Radius Users list, select those who will use Radius Connect. They'll show up in the Connect Users list.

  2. Save your settings.

  • Was this article helpful?