How do I see a SFDC record in BB?


Every time you access a SFDC record, the information for that object (Lead, Contact, Account, or Deal) will be loaded in the Bubble in Bloobirds. If it is not synchronized in Bloobirds, you can do so from the same bubble.

If the record is already synchronized, you will find an icon with the Bloobirds 'B' in the bubble. Clicking on this icon will open a new tab with the details of the lead or company in Bloobirds.

To learn how to see a SFDC record in Bloobirds, watch the video below.

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