Article Overview
The following article describes how to connect your Salesforce environment to a process.
Connecting Your Environment
(See Figure 1 to Figure 5)
Important!
Before connecting your Salesforce environment, ensure your user has the appropriate permissions (API Enabled).
To connect your Salesforce environment, perform the following steps:
Figure 1: Connecting the CRM Environment
Click the CRM icon (1).
Select your CRM, for example, Salesforce (2).
Result:
The Source dropdown appears:
Figure 2: Source Dropdown
Click the Source dropdown (3).
Click + Create New (4).
Result:
The Create New Salesforce Resource window appears:
Figure 3: Create New Salesforce Resource Window
Enter a Resource Name (5).
Click Next (6).
Result:
A Salesforce login window appears:
Figure 4: Salesforce Login Window
Enter a Username (6).
Enter a Password (7).
Click Log In (8).
Result:
The Object dropdown appears (10), indicating a successful connection:
Figure 5: Object
Important!
If you switch between CRM environments after adding components, the following message will appear: