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How to configure Salesforce Integration with an App Connector?

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Maria Bendixen
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About this article

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

 

Prerequisites

 
  • Templafy Hive (Office 2016/365. Internet Explorer not supported)
  • Only works for Salesforce Lightening, not Classic
  • Library module enabled
  • Owner/admin rights required
  • No end-user action required
  • App Connector module enabled

 

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

Salesforce.png

 

 
  • Salesforce tenant domain name is equal to: 
  • Without https

 

How to set up Templafy App in Salesforce?

 
  • Install app received by Templafy
  • Configure button
  • Admin rights required
  1. Go to link in browser:

    mceclip0.png

  2. Install Templafy and specify to which group: 

    mceclip1.png

  3. Approve on next step:

    mceclip2.png

  4. Installation will process

    mceclip4.png

 

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