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Salesforce integration

48 bytes removed, 13:12, 12 July 2017

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==Configure Salesforce Integration on SmartSimple side==

Salesforce Data 1. Go to Global Settings – Integrations and go to IntegrationKey Management.

12. Click on '''New Integration Key'''. You will need to set up a Salesforce login (Keith has his salesforce account setup be presented with testing data and custom the following fields):2. In SmartSimple - Global Settings – Integration **'''Key Management, create a new key”Type''': Salesforce

**'''Key name''': Salesforce

**'''Authentications URL''': https://login.salesforce.com/services/Soap/u/38.0

**'''Security Token''': hQTSUa3c3Li38QCgIg2lLyTKA (from Should be available against your account on Salesforce.com with Keith’s account)

**'''Synchronization Direction''': Bidirectional

**'''Username''': kyau@smartsimple.com (from username for your account on Salesforce.com with Keith’s account)**'''Password''': Welcome1234567password for your account on Salesforce.com

3. Go to Global Settings – Salesforce Data Synchronization (Beta), fill in the General Settings for Data Sync

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Ciaran Donnelly

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