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How to enable Salesforce Delivery Connector

Updated

This article explains how to set up Salesforce as a Delivery Connector. The Delivery Connector module must be activated before you can connect to Salesforce as a Delivery Integrations. Configuration is only needed in Templafy.

  Prerequisites

  • Admin/owner access to the Templafy tenant.
  • Library and Delivery Connectors modules enabled.

How to set up Salesforce as a Delivery Connector in Templafy

  1. In the Admin Center, access Integrations section.
  2. Go in Available tab.
  3. Find/Search for Salesforce.
  4. Click +.
  5. Click Save.

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