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Salesforce
Salesforce is a customer relationship management solution that brings companies and customers together.
Follow the below steps to integrate CustomFit.ai with Salesforce:
- Log in to the dashboard and click on settings from the sidebar
- Click on 3rd Party Integrations
- On the integrations page, you can see the Salesforce section
- Click on the status field to enable Salesforce Integration
- You need consumer key, consumer secret and instance URL . Follow the below steps to get these values
- Login to the Salesforce account by providing the credentials
- After the successful creation of the connected app you can find the Consumer Key and Consumer Secret.
- Copy and paste the consumer key and consumer secret from the connected app and enter the instance URL(URL visitor to login to your salesforce account). For example : https://customfit-dev-ed.my.salesforce.com/
- Click on the Connect button, once all the details are filled
- Now in order for the CustomFit to keep the data updated with the Salesforce data you need to create an Apex class. Click here to know how to create an Apex Class
- Now you need to create different triggers whenever there is any change in the Salesforce Contact, Lead or Account data. Click here to know how to create different triggers
- In-case if the Salesforce integration fails and if you wish to retry then click on Retry button
- If you want to know in which other environment your Salesforce account has been integrated then reach out to CustomFit support. Click on Go back button which will take you back to integrations page
Last modified 2yr ago