About this article
This article will explain how to set up Salesforce as a Data Connector. The Data Connector module must be activated before you can connect to Salesforce as a Data Integrations. Configuration is needed both in Templafy and in Salesforce. Sections in this article:
- How to set up Salesforce as a Data Connector in Templafy?
- How to create an external data source with Salesforce a Data Connector in Templafy?
Prerequisites
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How to set up Salesforce as a Data Connector in Templafy?
- In the Admin Center, access
Integrations
section - Go in
Available
tab - Find/Search for
Salesforce
- Click
+
- Enter the required information
Display Name
Instance URL
-
Global username
- Click
Save
- Go to
Available
tab in Integrations management - Click on the
+
icon
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