Connect to Salesforce

1️⃣ Connect to Salesforce

  • To log in to the application, tap on Connect to Salesforce.
    Connect to Salesforce

  • An Edit Connection form will appear where you need to enter your Salesforce credentials.

  • Select the environment: Production or Sandbox. Edit Connection Form

  • If your IP address is not registered in Salesforce, you will also be required to enter a Security Token.

  • Enter the following details:

    • Username – Your Salesforce username
    • Password – Your Salesforce password
    • Security Token – (if required) Your Salesforce security token

Enter Salesforce Credentials

  • Once all details are entered, click on Save Connection to complete the setup. Save Connection

  • After successful authentication, you will be logged in to the application and can start using its features.


Phone

Office: +1 725 333 6699

Email

Office: admin@appcolab.com

Site: https://appcolab.com

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