Establish your Salesforce Connection

This section covers how to establish your Salesforce Connection within SlapFive's Embedded Integration.

To protect the security and privacy of your Salesforce data, SlapFive's Embedded Integration eliminates the need for you to email or message us with the login credentials for your Salesforce integration user. You or your Salesforce Admin can simply connect to Salesforce right from within SlapFive. You only have to do this once and it will be used for all Salesforce data synchronization scenarios. The login data is then encrypted and stored within the Embedded Integration.

• In SlapFive, go into Settings, and click on the Integrations sub-tab.

• Click the Salesforce Connection box to expand it, and click the Connect button.

Salesforce Connection screen in SlapFive Settings

• You will see your Salesforce Login window. Enter the login credentials for your integration user and click Log In.

Salesforce Login window

You will then be returned to the Salesforce Connection box in SlapFive, and the button should now say Disconnect, and you should see a green Connection success message.

Connection success message