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?
How to set up Salesforce as a Data Connector in Templafy?
- In the Admin Center, access
- Go in
- Find/Search for
- Enter the required information
- Go to
Availabletab in Integrations management
- Click on the