Each user needs to be signed in to a Salesforce account in Bigtincan before being able to use the CRM logging functionality. Users have a dedicated CRM setting in their user setting where they can manage the CRM connection and also modify some settings.
- Sign in to your Bigtincan account.
- Click on your avatar on the top right, and click on Settings.
- Now click on the CRM option on the left side.
- If you are not already logged in, it would show an Authenticate button. Click on the Authenticate button.
- Follow the prompts and login to your Salesforce account. It may require you to provide consent to the Bigtincan app (if the admin has not already done so on behalf of the organization).
- Once authenticated, you are all set.
- You can modify additional settings as per your liking. The settings are automatically saved as you make changes.