Configure Salesforce connection

Configure Salesforce connection

To create a connection:

  1. Click Setup icon in the top-right corner of your homepage. The Account Setup page will open.
  2. Select Connections under Extensions.
  3. Click Add Connection.
  4. Choose SalesForce.
  5. Enter a Connection Name of your choice to uniquely identify the connection. Click Authorise
  6. Salesforce login page will open in a new tab.  Sign in using your Salesforce login credentials. 
  7. Click Allow to share your application data between Zoho Creator and Salesforce.
  8. Click Submit. The newly added connection will be displayed in the Connections page.

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