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After following the steps to get started with your Salesforce service 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 Salesforce service SalesInsight integration, choose from the list of topics in the Optional settings list the list below.
Optional Salesforce service integration settingsModify Salesforce Apex triggers
Update the Apex triggers for your Salesforce dynamic shares to filter out data that is sent from Salesforce to another app.
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