Help Center

Advice and answers from the Restaurantology Team

For customers with CRM integration, users who open the Restaurantology sidebar while on a Salesforce Account will automatically query our database for relevant matches.

To perform a search using an underlying Salesforce Account, simply:

  1. Navigate to a Salesforce Account record
  2. Verify that the Account has valid data in the standard Website field
  3. Open the Restaurantology sidebar

Pro Tip: Opening the sidebar on other objects with website and/or email fields will return recommended results.

Salesforce users who open the sidebar on any non-Account object, be it a standard or custom object, will receive recommended searches in the sidebar’s search results provided there are email or website fields present.

Example: opening the sidebar on a Lead record will scan for website and email domain matches and allow you to perform searches by selecting ‘Go’.