Connecting Salesforce

How to connect to Salesforce

  1. 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.

  2. 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.

  3. 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