ExactInsights: Creating a new SalesForce Integration

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.