How to connect Salesforce to Albato
Before creating a bundle, you need to connect the service to Albato.
Open «Connections» tab, select Salesforce and click «Add a connection»
Then fill in the connection fields:
- In the «Name» field enter any name for the connection.
- In the «Additional Objects» field add the names of the Salesforce objects that you want to create, update, or track. For example, «order», «deal», «order status».
- Click «Next».
Next step is to «Grant Albato Access».
If you have already logged into your Salesforce account, then click «Grant access to Albato». Otherwise, sign in your Salesforce account:
Salesforce
Sales
CRM