Frequently Asked Questions
Do I need salesforce.com?
No. Sales Compass can integrate directly with Salesforce.com, but you can also upload data from other systems.
We plan to support other systems in the future.
Please contact us to let us know about
systems you’d like us to support.
Getting Data from Salesforce.com
To download data from Salesforce.com directly into Sales Compass, you’ll need to enter your Salesforce.com credentials under Account > Integrations.
You will need to either use a Security Token or whitelist Mimiran’s IP address.
Logging in with a Security Token
1 Log in to Salesforce via the browser to request your security token.
2 Go to Setup -> My Personal Information -> Reset Security Token.
3 Click the Reset Security Token button to trigger an email which will contain your security token.
4 Select and copy the token from the email.
5 In the login page, replace your password with combination of the password and the security token.
For example, if your password is “MyPassword” and your security token is “XXXXXX”, you would enter “MyPasswordXXXXXX” into the password field.
Logging in with a Whitelisted IP Address
If you have sufficient privileges in salesforce.com, you can whitelist Mimiran’s IP address.
Refer to instructions in salesforce.com under Setup > Security Controls > Network Access,
and the welcome email from Mimiran Sales Compass for details.
Need additional help?
If you need more help, contact us or your Mimiran implementation partner.
