ExactInsights: Creating a new SalesForce Integration

Documentation Index

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Use this file to discover all available pages before exploring further.

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To create or amend a Salesforce Integration:

1

go to “CRM Integrations”

2

Select “Connect to Salesforce”

3

Authorize the salesforce Integration by providing your username and password authorized to create a new connection to your Salesforce environment.

4

When the connection is authorized by Salesforce, the Integration will be created and the ‘Connection Status’ will display “Valid” status.