Setup Instructions for Salesforce

Step one

Select the Sales Force Connection Icon from the Services Connection Screen

 

Step two

Enter the SalesForce Service Domain for the Organization to be Connected. Enter only the domain without URL - prefix

Example of correct Domain entry without URL prefix: mydomain.mysalesforce.com 

One thing to note is that adding domains including "lightning" seem to fail and the domain.my.salesforce.com versions allow proper connection.

Example of Incorrect Domain entry that includes URL prefix: www.mydomain.my.salesforce.com or https://mydomain.my.salesforce.com Domains entered like this will not work.

Step three

Using a System Admin account, Complete the Authentication Process with the credential provider used for the Organization’s SalesForce account.

If necessary, complete secondary authentication steps required for authentication.

Step Four

Verify the connection by clicking on "Allow".

Salesforce is now connected Salesforce will appear as an additional application on the Organization’s Detail Screen.

Salesforce Accounts will be imported and added to the Organization’s Accounts List.