Connecting Salesforce to AutyFi Follow
Step 1: Log In to AutyFi
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Log in to your AutyFi account.
Step 2: Access Connections
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Find Connections in the bottom left-hand menu options and click on it.
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You will see the available connections on your screen.
Step 3: Add Salesforce
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Find Salesforce in the list and click the + sign over it.
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The connection has now been successfully added to My Connections.
Step 4: Connect Salesforce
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Go to My Connections.
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Click on the Connect popup on Salesforce.
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Clicking on this connect pop-up will show you the following screen. Now follow the instructions below:
Required Fields
To connect Salesforce with AutyFi, you'll need to fill in the following fields:
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Password
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Security Token
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Use Sandbox
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User
Steps to Fill Required Fields
Password
The password is the one you use to authenticate your Salesforce account.
How to find your Password:
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Log in to your Salesforce account.
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If you do not remember your password, you can reset it by clicking Forgot Your Password? on the login page and following the instructions.
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Enter your new password in the provided field.
Enter your Password in the provided field.
Security Token
The Security Token is used to authenticate access to your Salesforce account.
How to find your Security Token:
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Log in to your Salesforce account.
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Click on your profile picture or username in the top right corner and select Settings.
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In the left-hand menu, navigate to My Personal Information.
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Click the Reset Security Token button. The new token will be sent to your registered email address.
Enter your Security Token in the provided field.
Use Sandbox
The Use Sandbox option determines whether the connection should be made to a Salesforce sandbox account used for testing purposes.
How to use Sandbox:
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Toggle the Use Sandbox switch to On if you want to connect to a sandbox account.
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Leave it Off if you are connecting to a production account.
Set the Use Sandbox option as required.
User
The User is the username of the Salesforce account used to authenticate.
How to find your User:
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Log in to your Salesforce account.
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Click on your profile picture or username in the top right corner and select Settings.
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In the left-hand menu, navigate to Personal Information.
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Your username will be displayed under Username.
Enter your User (username or email) in the provided field.
Test Connection
After entering all the required information, click the Test Connection button to ensure everything is set up correctly. Now, hit the Connect button. If there are any issues, double-check the information you provided.
Need Help?
If you need further assistance, you can refer to the detailed guides provided by Salesforce:
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