When establishing the connection to your Salesforce instance, you will first have to specify the environment. There are two options to choose from:
After that, log in to you Salesforce account by providing the following information:
- Username - The username shared by the Salesforce sales team to access your account.
- Password - The password shared by the Salesforce sales team to access your account.
To authenticate on Salesforce, you must have the Salesforce Sales Cloud Enterprise edition or Professional edition with API support.
To set up a new application in Salesforce Sales Cloud, you must have Administrator privileges. Contact your system administrator if you do not have those privileges.
For more information on Salesforce, refer to Salesforce Documentation
Updated 5 months ago