For customers with CRM integration, opening the Restaurantology sidebar while viewing a Salesforce Account automatically triggers a search based on that record’s website field.

[!NOTE]
This setting can be toggled by user. To review or update your Salesforce search preferences, click the gear icon (⚙️) in the sidebar and select Integrations.

Initiate a search

To get started:

1. Navigate to a Salesforce Account record.
2. Ensure the standard Website field contains a valid domain and is visible on the page layout.
3. Open the Restaurantology sidebar.

[!TIP]
Opening the sidebar on other objects (e.g., Leads or custom records) with email or website fields will return recommended results.

For example, opening the sidebar on a Lead with a populated email or website field will present you with suggested matches. Select Go to run the search.