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Account Settings > Contacts > CRM Integrations > Integrate Salesforce

Last Updated: Nov 15, 2016 05:21AM EST

More and more tools are being used for cloud computing and Salesforce is one of those. For you to be able to have an even better workflow, we made it possible to integrate the tool with CX Social. We'll walk you through how to do this.

It all begins in Account Settings > Contacts > CRM Integrations. If you don't have any integrations yet, your screen will look like this:
 


To integrate Salesforce, click the Salesforce button. You'll see a pop-up window asking your for Username, Password, and Token. 

Your Username and Password here are the same ones you use to log into Salesforce. The Token needed can be found in Salesforce under 'Your name' > My Settings > Personal > Reset Security Token.
 

      

 

You'll then receive an e-mail containing the token. 


Once everything is filled in, click Connect and you'll see Salesforce added to the list of active integrations. 

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