How to add a Salesforce Connector

1. 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. Locate and select the Salesforce connector from the list of connectors.

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4 In the Add connector menu, 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.

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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 to the Select lists page. You can either Select all, select individual lists, or select Skip to add lists another time. Once you have made you selection, select Add Lists in the top left corner.

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9. Your Salesforce Connector is now available in your list of Popdock connectors.

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