Hub Configuration Survey Guide: Salesforce Users

As part of the onboarding process for Terminus Hub, customers will need to complete a configuration survey. The configuration survey will help your Terminus onboarding team align your instance of the Terminus platform to your specific business needs, and unique customizations you may have in place your Salesforce org.

To help guide users through this configuration survey, our technical team has put together several explainer videos. Additionally, you can reference this support article for more information on the Terminus Hub's integration with Salesforce. 


Part One: Configuration Tab


Part Two: Filters Tab


Part Three: Columns Tab


If you have additional questions, please reach out to your Terminus onboarding team or support@terminus.com.

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