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Add a Salesforce Connector
Niamh McGlade avatar
Written by Niamh McGlade
Updated this week

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.

  • Once logged in, navigate to the + Add Widget button at the top right corner of your dashboard. On the next screen, you will see a full list of the connectors available within Hurree.

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  • Click the connect icon on the Salesforce Connector card.

  • A Connector pop-up will appear for the Salesforce connector. Click Connect at the bottom of the pop-up and follow the steps required to sync your account.

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  • Once you click connect, you will be transported to Salesforce, where you will be directed to log in and approve the connection.

  • Once connected, you will see that the Salesforce card has been changed from Connect to Disconnect.

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Nb. If you want to disconnect a connector from your Hurree account you can do so within the connector tab in your account settings.

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