ExactInsights: Creating a new SalesForce Integration

To create or amend a Salesforce Integration:

  1. go to "CRM Integrations"
Integration Setup 1

Integration Setup 1

  1. Select "Connect to Salesforce"
Creating a new SalesForce Integration

Creating a new Salesforce Integration

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

Salesforce Connection Authorization

4.When the connection is authorized by Salesforce, the Integration will be created and the 'Connection Status' will display "Valid" status.

SalesForce Integration

Salesforce Integration