After following the steps to get started with your SalesInsight integration, there are some optional settings that you can configure to make your integration more robust and tailored to your organization's needs. To learn more about the optional settings for your SalesInsight integration, choose from the list of topics in the list below.



Modify Salesforce Apex triggers


Update the Apex triggers for your Salesforce dynamic shares to filter out data that is sent from Salesforce to another app.