Connecting to Salesforce


Ready for a little technical jargon? :]

Our Salesforce connector uses a standard authentication protocol called single-user OAuth. This doesn't require admin privileges to use and it respects the privileges for each user based on their existing account.

If you didn't originally add the connector when you signed up, you can easily initiate it in your settings. First, select the user dropdown menu under your name and click Settings.

Scroll to the very bottom, and you will see a link next to your CRM settings to sign in and connect your Salesforce account.

Here's a quick walk-through:

 Happy Lofting!

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