Follow the instructions below to enable Email Experiences' Salesforce Integration.
As a best practice Terminus recommends using an API user within SFDC to install the managed package. This will prevent the need to reinstall should the installation user be removed from SFDC in the future.
One important thing to note, the user in Email Experiences who authenticates the SFDC integration must match the SFDC user who installs the managed package.
Step 1
Install Email Experiences to your Salesforce instance - please reach out to our Support team to request the SFDC package link through the Terminus Support Portal.
Step 2
Navigate to your Account Settings > Integrations : CRMs
Step 4
Under CRM options, click the Connect button under Salesforce.
Step 5
Log into your Salesforce account and click Allow.
Please note, if re-authorization is required, the integration must be disconnected and then re-connected (see Step 4).
Re-authorization may be required if the Salesforce token is expired. Though expired Salesforce tokens impact the managed package, further issues may persist for customers who don't use it. For these customers, the expired token means that Terminus cannot ingest Salesforce CRM data, which they require.
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