Overview
While viewing accounts, contacts, and leads in Salesforce, the extension will automatically surface the corresponding companies and people in Unify.Salesforce account page
View people who work at the company, enroll them in a sequence, or add the company to a play available to you.
When viewing an account in Salesforce, the extension will surface the corresponding company in Unify.
Salesforce contact & lead pages
Review the person’s sequence enrollments or choose a sequence and a mailbox or mailbox group available to you. Enrollment follows your workspace’s rules of engagement. You can also add the person to a play.
When viewing a contact or lead in Salesforce, the extension will surface the corresponding person in Unify.