3-Step-Guide to integrate OneInsight into SalesforceLast Updated: March 06, 2019
OneInsight can be integrated on every person based object in Salesforce (Lead or Contact) very easily via Visualforce Pages. This guide will walk you through the required steps and should ensure that you have OneInsight integrated into Salesforce in about 15 minutes.
- Step 1: Create a Visualforce Page
- Step 2: Embed OneInsight into your Visualforce Page
- Step 3: Add your Visualforce Page to your Contact or Lead View