How to configure Salesforce Integration with an App Connector?

About this article

This article will explain how to set up Salesforce as an App Connector. This means, opening Templafy directly from within Salesforce. The App Connector module must be activated before you can connect to Salesforce as an App Integration. Sections in this article:

• How to set up Salesforce as an App Connector in Templafy?
• How to set up Templafy App in Salesforce?

Prerequisites

How to set up Salesforce as an App Connector in Templafy?

1. In the Admin Center, access Integrations section
2. Go in Available tab
3. Find/Search for Salesforce
4. Click +
5. Enter the required information
   • Display Name
   • Consumer Key

How to set up Templafy App in Salesforce?

1. Go to link in browser:
   
   
   
   
2. Install Templafy and specify to which group: 
   
   
   
   
3. Approve on next step:
   
   
   
   
4. Installation will process
   
   

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