To connect to your Salesforce follow these steps:
- Click on the “Connectors” icon in the “Account and Settings” section of the left sidebar
- On the “Connectors” homepage, click on the pink “+” button to add a new connector
- From the drop-down, select "Salesforce"
- You will be redirected to the Salesforce login page. Enter your login email and password to allow our platform to authenticate and connect to your account.
- After authenticating Salesforce, you will be redirected back to the “Connectors” homepage. You should now see the card for the Salesforce connector enabled.