This manual is dedicated to the Administrator profile, the role responsible for the setup, configuration, and management of settings for using the Salesforce Connector.
The configurations indicated below can only be performed with a platform Administrator profile.
Setup
Below are the instructions to proceed with the installation, configuration, and connection tasks related to Salesforce and the platform.
Installation of the Salesforce Connector app
The installation task must be performed on the accounts:
Salesforce
For installation specifics on your Salesforce account, refer to the document Platform-SalesforceConnector_prerequisites.
This document can be requested from your contact or the Help Desk service.
Platform
First, on your account, you need to install the Salesforce app.
In the user menu, follow the path
Management > AppCenter
and, on the landing page, look for the box relating to the app to be installed.
Click the Find out more button to enter the details, where there is an Install button that allows you to install the app.