Salesforce integration

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.

That's it! You're now ready to start using Explorium's Salesforce connector to access your Salesforce data directly from within the Explorium platform. If you have any questions or encounter any issues during the integration process, please don't hesitate to contact our support team for assistance.

What’s Next

Once you are finished with the integration you can go ahead with our import or export options.