How to connect Salesforce to Albato

Before creating an automation, you need to connect the app to Albato.

Open the «Apps» section, select Salesforce and click the «Add a connection» button.

Then fill in the connection fields:

1. In the «Name» field enter any name for the connection.
2. 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».
3. Click the «Next» button.

Next step is to grant Albato access to your Salesforce account.

If you have already logged into your Salesforce account, then click the «Grant access to Albato» button. Otherwise, sign in your Salesforce account: