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SmartConnect 2018

Setting up the Salesforce Connector

The following items must be addressed within Salesforce before access can be obtained through SmartConnect:

•User access tokens
•User security
•Real time data source access

 

The following setup items are defined within SmartConnect:

•Connector setup
•Real-time data source web service
•Individual Salesforce login details

 

The following things may be set up within Salesforce to make processing with SmartConnect quicker and simpler:

•External ID's

 

Note: The SmartConnect Salesforce connector uses version 28 of the Salesforce API.