Setting up StatX for Salesforce is quick and easy

Instantly see your Salesforce opportunities & leads in a visual live dashboard!

1. Install

Install free StatX app on your iPhone or Android phone.

Click below OR search for StatX on Apple App Store or Google Play Store

 

2. Connect

Connect to Salesforce from within StatX app.

StatX > Apps > Salesforce

Select Salesforce from “Apps” tab and enter your Salesforce sign-in and authorization code.

3. Configure

Add “Opportunities LivePipe, LiveAlert, LiveUpdate” connector and select default values to create standard “My Opportunities” dashboard.

Done! Your Live Opportunities Dashboard is ready and you will get mobile notifications when an opportunity changes status.

For advanced configuration options click below.

ADVANCED

Need help?

Schedule a free demo and we will help you get started.

SCHEDULE DEMO

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