Salesforce Features
- Terminus Insights for Salesforce: Feature Overview
- Terminus Insights for Salesforce: Managed Package Installation & Upgrade Guide
- Adding Account Insights to the Account Layout - Salesforce Classic
- Instructions for Migrating to the Terminus Managed Package for Salesforce
- Granting Terminus Permission to Impersonate your SFDC Instance
- Setting Up Salesforce Flow to Sync Account Insights Text Field to a Picklist Field