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Integration with Salesforce

  • Note: To integrate Core8 with Salesforce, Salesforce Edition that support integration is required.
To integrate Core8 with Salesforce, please follow these steps:
  1. Make sure you are logged into Salesforce in your browser.
  2. In the Core8 console, navigate to Configuration ➔ Integrations.
  3. Click on the “Salesforce” box. images/Salesforce1a.png
  4. The Core8 application displays the Salesforce integration page.
  5. Click on the “Connect to Salesforce” button. images/Salesforce2a.png
  6. In the Salesforce integration page that opens, click on “Allow”. images/Salesforce3.png
  7. The Core8 application will reload the Salesforce integration page, where you will see a ‘Connected’ status message.