Salesforce Setup Guide

Prerequisites

A Salesforce account.

Setup Guide

1. Choose the Salesforce environment where you want to sync the data.
2. Authenticate your Salesforce account with OAuth by clicking on OAUth.
   • If using Sandbox, append .<yourSandboxName> to userName. For example, if your production username is user@example.com and your Sandbox is named dev, your Sandbox username would be user@example.com.dev.
3. Enter a Name for the connector.
4. (Optional) Enter a Description for the connector.
5. Select the Owner of the connector.
6. (Optional) Verify that your Salesforce account is successfully connected by clicking on Test Connection.
7. Click Connect.