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Connecting Salesforce

Connecting Salesforce

Written by John DiLoreto

In the dashboard, open the App Marketplace. Find Salesforce in the CRM category and select it.

Click Connect.

You'll be redirected to Salesforce where you will complete the 0Auth process for the integration.

After, return to the App Marketplace to confirm a successful integration.​

For Salesforce, no further action is needed.

Connecting Salesforce in the App Marketplace will not write any data to your Salesforce instance. It will only read data.

To write data, you must setup a play.

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