Getting started with Salesforce

To set your connection to Salesforce, head over to the Salesforce Configuration in ToutApp.

  1. On the configuration page you'll see a big, green button labeled "Connect to Salesforce". Click it. 
  2. You'll be taken to the Salesforce login page (if you aren't already logged). This will authenticate ToutApp to integrate with your Salesforce account. If you are already logged in, you'll instantly be authenticated. 
  3. After connecting to Salesforce, you'll come across the full configuration page. On this page you can setup how you want ToutApp to log information to your Salesforce account. We have some great additional resources you can review in our Salesforce Knowledge Base

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.