How to connect Salesforce to Pitchly
In order to successfully set up the Salesforce integration, the following steps must be completed after retrieving the Consumer Key and Consumer Secret. Integrations must be configured in Pitchly by a user with Admin permissions.
1. | Select the Integrations tab to the left of the Admin home view |
2. | Under Integrations Marketplace, click Connect in the Salesforce tile  |
3. | In the Configure Source window, leave From as Salesforce and the sync option as Records |
4. | Under With the account, click the dropdown to select Connect account  |
5. | From the pop-up window, enter the Subdomain, Consumer Key, and Consumer Secret  |
6. | Click Next |
From here, you can proceed with field mapping to complete the integration configuration or close the configure source window with the newly connected account settings saved and resume later.
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