ExactInsights: Creating a new SalesForce Integration
To create or amend a Salesforce Integration:
- go to "CRM Integrations"
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Integration Setup 1
- Select "Connect to Salesforce"
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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.
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Salesforce Connection Authorization
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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Salesforce Integration
Updated 10 months ago