Setting up Salesforce in Integration Hub

Setting up Salesforce in Integration Hub

The following are the steps to setup Salesforce in Administration Console: 

  1. Add New Customer. Refer to section Add New Customer in the Knowledge Article. 
  2. Select the Salesforce template to integrate.

Upon selecting the template, a message “Let’s Start” prompts to start configuring the connectivity settings. Change the template name by clicking the Edit button to edit the template name. Otherwise it appears as MySalesforce Template.

By default, the name of the template appears as MySalesforce Template and can be renamed.


 

3.      Upon choosing the Let’s Start button, a Set Connectivity page appears with the following two steps to complete the configurations for connectivity.

 

Next Step: Step 1 – Set Connectivity of Salesforce in the Integration Hub

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