How to Integrate Salesforce

Goal

The goal of this tutorial is to show admins how to integrate Salesforce in Upmarket

Role

  • Admin

How To Integrate Salesforce

  1. Select Settings from the Toolbar
  2. Select Salesforce under the Integrations section
  3. Click Sign In
  4. Enter your credentials in the Salesforce pop-up and click Log In 
    • If the user has already logged into Salesforce on their browser, this login will happen automatically.

Use Custom Domain during Sign-in

  1. Select Settings from the Toolbar
  2. Select Salesforce under the Integrations section
  3. Click Sign In
  4. Select Use Custom Domain in the Salesforce pop-up
  5. Enter the custom domain and click Continue

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