Connecting Salesforce
How to connect to Salesforce
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On the application overview page click ‘Connect’ to connect to Salesforce. The Salesforce objectsobjects - Object refers to a collection of similar items in the application. For example: Accounts, Cases and Contacts are objects in Salesforce that you can integrate are placements and job submissions.
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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.
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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 about 3 years ago