Next on Connector Setup:
Next on Connector Setup:
Read Again:
Read Again:
Connectors are tools that allow you to gather specific data points to display in a widget. If you have an account with the tool you wish to connect to, you can sync this data into Hurree.
Connecting the Salesforce Connector in Hurree
1. Navigate to the Add Widget Button
Log in to your Hurree account.
On your dashboard, click the + Add Widget button located at the top right corner.
2. Select the Salesforce Connector
On the next screen, you will see a list of available connectors.
Locate the Salesforce Connector card and click the connect icon.
3. Initiate the Connection
A pop-up window will appear for the Salesforce connector.
Click Connect at the bottom of the pop-up to begin the connection process.
4. Log In to Salesforce
After clicking Connect, you will be redirected to Salesforce.
Log in to your Salesforce account and approve the connection to sync your data with Hurree.
5. Confirm the Connection
Once the connection is successful, the Salesforce card will change from Connect to Disconnect, confirming the integration.
6. Disconnecting a Connector (Optional)
If you wish to disconnect the Salesforce connector at any time, go to your Account Settings.
Find the Connectors tab and select Disconnect on the Salesforce card.
Following these steps will allow you to easily connect your Salesforce data to Hurree and manage your widget integrations.