Support Center

Salesforce Integration

Last Updated: May 31, 2016 10:08PM EDT
To integrate your Sharpen account with your Salesforce Environment, please follow the steps below to build the connection:

Step 1: V
isit and log in using your login credentials.

Step 2: Click Data Sources in the top right of your screen and then click the "New Data Source" orange box to begin building the connection.

Step 3: On the next screen, add a "Data Source Name", leave the "Data Source Host" space blank, and then select "Salesforce" (SFDC) as the Data Source Type.

Use the image below to add the Data Source Authorization information. The first field will be used to define which tables you want to connect (Account, Contact, etc). Click here or go to the following link to help with the Salesforce naming.

Keep in mind, spelling and capitalization have to be exact.

For Key 1 you will enter "cKey1" and for Key 2, "cKey2". You will need to leave the values for Value 1 & 2 blank, as they will auto-populate when you complete this step.

Click "Next" to continue.

Step 4: The Next step will be to go through all of the columns for each table to verify everything is spelled correctly.

Congratulations! You have now completed your Data Source connection between Sharpen and Salesforce. Your Project Manager will work with you going forward to build Workflows to pull and push information between these two entities using this connection.

Contact Us
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found