Before you begin connector setup, determine which connector version you have.
Required Editions
| User Permissions Needed | |
|---|---|
| To view connector version: | Account Engagement Administrator role |
-
Open the settings for your business unit.
- In Account Engagement, click
and then select
Settings.
- In the Lightning app, select Account Engagement Settings.
- In Account Engagement, click
- Your version number is shown in the Connector Version row.
Follow the connector setup instructions that match your connector version.