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Concept — background and overview.
Affinity for Salesforce keeps records, opportunities, and activities in sync between the two systems — so your team can use whichever tool fits the moment without losing context.

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Topics in this section

  • Installing Affinity’s Managed Package
  • Setting up activity sync rules
  • Field mapping between Affinity and Salesforce
  • Privacy and permission scopes
  • Exporting from Salesforce to Affinity
  • Troubleshooting sync issues