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ExactInsights: Creating a new SalesForce Integration
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To create or amend a Salesforce Integration:
ExactInsights: Creating a new SalesForce Integration
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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.
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