How to connect Salesforce to Datalix
Jennifer
Last Update 2 years ago
Connecting your Salesforce instance to Datalix is easy.
Step 1 - In the menu options, click on Integrations.
Step 2 - Click Connect next to Salesforce.
Step 3 - Datalix will prompt you to login to your Salesforce instance. Enter your credentials and click Log In. Note - this step will be skipped if you are already logged into Salesforce on another browser tab.
Step 4 - If this is the first time you are connecting your Salesforce instance, Datalix will prompt you to grant API access. Click Allow to grant access.
Step 5 - your Salesforce instance should now be connected. If you received an error message or had trouble with these steps, please contact us on Live Chat. 😃
