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?
- In the Admin Center, access
- Go in
- Find/Search for
- Enter the required information
How to set up Templafy App in Salesforce?
- Go to link in browser:
- Install Templafy and specify to which group:
- Approve on next step:
- Installation will process