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Getting Started

This guide walks you through getting started with the Eagleview for Salesforce in Salesforce from a user’s perspective.

Before You Begin​

Before using the application, ensure that:

  • Your Salesforce administrator or consultant has installed and set up the integration.
  • You have been assigned the appropriate Eagleview permission set for access.

Accessing the EagleView for Salesforce​

Once the application is installed, connected, and configured, you will see the Eagleview Orders tab in Salesforce.

  • If you don’t see it, ask your system administrator to add the tab to your Salesforce app for easier access.

What You Can Do with the Integration​

The Eagleview for Salesforce App allows you to:

  • Order Eagleview reports
  • Upgrade existing reports
  • Retrieve completed reports – manually or automatically

For step-by-step instructions, refer to our detailed user guides on how to perform these actions within Salesforce.