Setup up SFDC integration
Interactive Tutorial
Step by step guide
To get started with the Salesforce connector in Explorium, follow these steps:1
Go to the Integrations page in Explorium.
2
Click the “New Integration” button.
3
Select “Salesforce” from the list of available integrations.
4
Name your connection in the “Connection Name” field.
5
Click the “Connect to a Salesforce account” button.
6
You will be redirected to the Salesforce login page. Enter your Salesforce username and password and click “Log in.”
7
You will be prompted to approve the Explorium app in Salesforce. Click “Allow” to grant permission.
8
Once approved, you will be redirected back to Explorium. Click “Create” to complete the integration setup.