Integrate Salesforce (Admin)

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