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This article guides you through the process of connecting Salesforce to Upsolve, allowing you to seamlessly access your Salesforce data within the Upsolve platform.

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Prerequisites

Before you start, you will need the following information from Salesforce.
  • User Name
  • Password
  • Security Token
Follow the steps below to obtain it:
  1. To obtain the User Name and Password, go to the article.
  2. To obtain the Security Token, log in to your Salesforce account.
  3. Click the profile avatar and choose Settings.
  1. Select My Personal Information → Reset My Security Token.
  1. Check your email for the security token.

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Connecting Salesforce to Upsolve

  1. Navigate to your project in Upsolve and open Project settings → Connections.
  2. Select your data source from the Connect data cards to begin.
  3. The Salesforce connection form opens with Salesforce preselected.
  4. Enter a name for your data source and input credentials you obtained in the previous step.
  5. Click “Test & Create Connection” to create your Salesforce data source.
Congratulations! You’ve successfully connected Salesforce to Upsolve. You can now access and manage your Salesforce data seamlessly within the Upsolve platform.