Salesforce quick access menu password#
To ensure that your password does not expire unexpectedly, do the following: If the password expires, it will disconnect the Salesforce API from SharpSpring. You will need to make sure that your Salesforce password does not expire. Setting Salesforce Passwords to Never Expire Once the integration is complete, the Salesforce opportunity name will be displayed in the Memberships tab of the associated SharpSpring contact's record.
While you can still open the Sales menu, all sales activity is expected to be conducted within Salesforce. Important: Once you have successfully connected Salesforce to SharpSpring, the Accounts, Opportunities, Pipeline, and Reports sections of SharpSpring will be removed.
To prepare to integrate Salesforce, do the following: There are certain things you must do before you can begin integrating Salesforce. Backup and Restore your Salesforce Data.R efer to the following external Salesforce support articles f or more information on backing up Salesforce data: Prior to beginning the integration process, back up your Salesforce data. For the Professional edition, all requests for API access must be purchased through Salesforce support. API Access must be turned on, which is enabled by default for Enterprise, Unlimited, and Performance editions.Password expiration within Salesforce must be turned off.
The CRM user must have modify all data selected within the system administrator profile of Salesforce.The CRM user must have Marketing User privileges.The CRM user must be an administrator in Salesforce.You must be using either the Enterprise, Unlimited, Professional, or Performance edition of Salesforce.These are the requirements that you must meet in order to use the Salesforce integration: Entering Salesforce Credentials into SharpSpring.Setting Salesforce Passwords to Never Expire.
Salesforce quick access menu how to#
This article will detail how to integrate Salesforce with SharpSpring. Salesforce integration currently supports Enterprise, Unlimited, Professional, and Performance editions. While SharpSpring uses its own CRM, the platform also enables you to use Salesforce if you are currently using it as your CRM.
0 kommentar(er)
