Handoff Setup — Salesforce
August 23, 2022•1 min to read•Onboarding
This guide covers the Salesforce-specific setup steps for Handoff: connecting your org, mapping opportunity fields, and configuring your first SDR-to-AE handoff workflow.
This guide covers the Salesforce-specific setup steps for Handoff: connecting your org, mapping opportunity fields, and configuring your first SDR-to-AE handoff workflow.