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🛠️ How to Set up Salesforce Integration?
🛠️ How to Set up Salesforce Integration?

How to Set up Salesforce Integration?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

If you're looking for a What and Why Salesforce Integration, Please check out Salesforce Integration🔗

If you're looking for How to set up Salesforce Integration. Just follow the steps, and you're good to go!

🛠️ How to set up Salesforce Integration?

Note: Please note that the steps below assume you already have an account with Salesforce.

🪜Steps to Follow

1️⃣ Access the Integration Application

Head over to your settings and spot the "Integration" application. Click on Connect now and get ready to unlock the magic!

2️⃣ Authenticate Your Application

  1. Under the native integrations, you can see Salesforce Integration (Syncs your Saleshandy data with Salesforce in bidirectional functionality); click on Continue.

  2. This will take you to the Salesforce login page. Log in to your Salesforce account and connect your Saleshandy Account to Salesforce.

    Note: Before this, you need to have an account with Salesforce. We already have an Account with Salesforce.

  3. You can confirm in your Saleshandy Account it will show you Two Ticks with Connected ✅.​ You've successfully connected your Salesforce account to your Saleshandy account.

Mission accomplished; you've successfully connected your Salesforce Account via Integration with Saleshandy. 👏

Now it's time to Configure & Map the fields inside Saleshandy.

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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