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Salesforce Integration

Salesforce Integration
Integrate Salesforce with Radius to improve your data quality and deliver quality prospects from our B2B data source, powered by the The Network of Recordᵀᴹ. Add Radius Connect so your Sales team can prospect directly from Salesforce.

Security Standards

Our Salesforce integration uses OAuth 2.0 Salesforce protocol to access your data. Then, we encrypt and decrypt with AES-256 while in transit to our secure data center. Our team has regular reviews to make sure we are always in full compliance with Salesforce.com’s partner security standards

Get Started

We'll walk you through the basics of your Salesforce integration so everything is set up correctly. You'll need Salesforce Enterprise Edition or higher. Check your organization edition in Salesforce Classic and Lightning by searching Company Information from the Setup screen. If you have the Salesforce Group or Professional edition, please contact us so our Support team can advise you on how Radius may be able to connect to your Salesforce instance.

Prepare your Salesforce CRM

Integrate Salesforce

Additional Radius Setup

Get more from our Salesforce integration by enriching your data, scoring leads and accounts, and adding assignment rules and views in Salesforce. Plus, get your sales reps access to our B2B data set, powered by The Network of RecordTM, with Radius Connect. This way, they can find new businesses and contacts from Radius directly in Salesforce.

Set Up Data Append

Set up Radius Scoring for Salesforce

Get Radius Connect

Additional Salesforce Configurations

Show your team the information coming from Radius and define how Radius leads are assigned to owners.

Create a custom list view in Salesforce

Create a lead assignment rule in Salesforce

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