How to Integrate Salesforce

Goal

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

Role(s)

  • Editor
  • Team Lead
  • Team Member

Pre-requisite

Salesforce has been authorized your administrator

How To Integrate Salesforce

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

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