Connecting Salesforce
How to connect to Salesforce
-
Access the Integrations section in Starred and select Salesforce. The Salesforce objects that you can integrate are placements and job submissions.
-
Click Connect Salesforce to continue. You will be taken to the Salesforce login page, or if you are already logged in to Salesforce you can start creating workflows.
-
Your Salesforce application is now connected and you can start building your first workflow right away. Learn about creating a workflow here Sending survey invites
Updated 5 months ago