1. 1Brand identity

    Apply workspace theme and CTA styling

  2. 2Connect integrations

    Sync data sources powering activation KPIs

  3. 3Invite collaborators

    Assign teammates to onboarding tasks

  4. 4Automate journeys

    Publish lifecycle automations

Progress overview

Track prerequisites and celebrate move-in milestones.

1 of 4

We're auto-saving every change and recording an activity note.

Quick help

Recommended guides to accelerate your activation window.

Workspace activation playbook

Your 14-day plan for achieving minimum viable configuration

CSM office hours

Meet with an onboarding manager for integration help

Connect your activation systems

Integrations, brand defaults, and team readiness combine to unlock product value.

Live collaborator presence

3 teammates reviewing this step. Changes sync every 30 seconds.

72%

activation target

Finish setup by Nov 12

Integrations

High-impact systems to unlock activation dashboards

Salesforce sandbox

Mapped to accounts + opportunities

Verified

Auto-refreshing every 15 minutes. Editing field mapping will pause syncing until saved.

Stripe billing

Waiting for owner confirmation

Approval needed

We'll notify your finance admin when the connection is ready for verification.

Step tasks

  • Authenticate Salesforce sandbox

    Scopes validated 5 minutes ago.

    Complete

  • Connect Stripe billing

    Owner MFA requested. We'll keep trying in the background.

    Syncing

  • Enable warehouse streaming

    Grant access to the analytics schema before continuing.

    Action needed

What happens next?

Once all integrations sync, we'll unlock team invite templates and surface adoption metrics in your navbar badge.

Integration health

2 of 3 verified

Activation forecast

4 days ahead of goal

Last touch

8 minutes agoAuto-save

Quick help

Workspace activation playbook

Your 14-day plan for achieving minimum viable configuration

CSM office hours

Meet with an onboarding manager for integration help