Signing into Salesforce

To add your credentials for Salesforce and begin the setup of the integration you would first click the setup gear in the top right.

Open

From the settings page, find Connectors under Integrations on the left hand menu.

Open

This will take you to a page of login/credentials for every integration you have access to. Find the one for Salesforce

You will need to sign in using your user name, password and security token. To do this put your user name in as normal, but then for password you enter it as passwordsecuritytoken, so if your password is Password1 and your security token is abc123, the password field should look like Password1abc123

For help with your security token, you can reference our page here