How to add a Salesforce Connector

1. Under the main menu, select Connectors from the left navigation to open the Connectors page.

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2. Under the Actions menu, select Add connector.

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3. Select the Salesforce connector from the list of connectors.

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4. Select whether your environment is a Sandbox or Production from the Connection type dropdown menu.

To determine your Salesforce API version, visit how to Identify your Salesforce Edition and API Version.

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5. After making your selections, select Validate under the Actions menu. You will be redirected to a Salesforce log in page to log into your Salesforce account. Enter your Salesforce Username and Password.

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6. You will receive the following prompt asking if you want to allow access to Popdock. Select Allow.

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7. You will be redirected to the Add Connector – Salesforce page in Popdock. Select Connect from the Actions menu.

8. You will then be prompted to once again log into your Salesforce account and also allow access for Popdock to connect to Salesforce. After you select Allow, you will be redirected back to Popdock. Select your API Version. If you do not know your API version, select the latest version.

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Having trouble adding this connector? Email support at support@eonesolutions.com