Connecting Salesforce

Follow these steps to connect your Application:

  1. Access the Integrations section in Starred and select Salesforce.

  2. Click Connect underneath the Salesforce logo to continue.

  3. You will be taken to the Salesforce login page. Use your credentials to log in.

  4. Your Salesforce application is now connected and you can start building your first workflow right away.

Learn about creating a workflow here.