Configure Salesforce connection

Configure Salesforce connection

  1. Navigate to your Creator home.
  2. Click Setup icon in the top-right corner of your Home page. You will be taken to your Account Setup page.
  3. Select Connections under Integration.
  4. Click Add Connection.
  5. Choose SalesForce.
  6. Enter a Connection Name to uniquely identify this connection to Salesforce, then click Authorise
  7. Log in using your Salesforce login credentials. 
  8. Click Allow to share your application data between Zoho Creator and Salesforce.
  9. The newly added connection will be displayed in the Connections page.

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