ExactInsights: Creating a new SalesForce Integration
To create or amend a Salesforce Integration:
- go to "CRM Integrations"
![Integration Setup 1](https://files.readme.io/f3a4eee-image.png)
Integration Setup 1
- Select "Connect to Salesforce"
![Creating a new SalesForce Integration](https://files.readme.io/e92d550-image.png)
Creating a new Salesforce Integration
- Authorize the salesforce Integration by providing your username and password authorized to create a new connection to your Salesforce environment.
![SalesForce Connection Authorization](https://files.readme.io/e1c0365-image.png)
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](https://files.readme.io/48b4668-image.png)
Salesforce Integration
Updated 4 months ago