Now that the app is installed and the connected user is configured, you’re ready to
create and configure the connector itself. This process applies only to version 1 of the
Salesforce connector.
Required Editions
| User Permissions Needed |
| To add the Salesforce connector in Account Engagement: |
Account Engagement Administrator role
|
-
Open the Connectors page.
- In Account Engagement, select Admin and then select
Connectors.
- In the Lightning app, select Account Engagement Settings
and then Connectors.
-
Click + Add Connector.
-
Click Salesforce.
-
Click Create Connector.
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Log in to Salesforce using the connector user’s credentials.
-
After you’re logged in, click Allow to give the connector user
access to your business unit.
-
Choose your connector settings.
-
Click Finish.
When Account Engagement can send and receive data to and from Salesforce, the connector is
marked as verified.
