Knowledge base

Everything you need to know about getting started with SetSail, evaluating the product, and navigating the sales tech landscape.

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What most users search for.

What objects and fields does SetSail write?

SetSail writes new emails, calendar meetings, and contacts to SFDC. SetSail also enriches contacts by writing to fields for title, phone number, department, and soon, job level and job function for contacts

Do I have to be an admin in Salesforce to use the CRM Health Grader?

No, the scan will be limited to the contacts, opportunities, and activities that your Salesforce account has permission to access.

Will the CRM Health Grader store my data?

No. All data is aggregated and anonymized, and your specific data is deleted once you leave


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