Connecting to Salesforce

You can create a connection with Salesforce from Admin Dashboard. DeepConverse has a Connected App that allows us to connect to your Salesforce Org using OAuth2. We can connect to both Sandbox and Production Orgs. 

Steps to Setup up the Connection:

If you’d prefer written instructions, just keep reading.

1. Navigate to the Account section.
2. Click on Add Connection to add the connection
3. Select SALESFORCE connector
4. Provide the connection name
5. Select Authorization Type as OAuth2
6. Click on Link Account

     7. Login with your Salesforce account credentials

     8. Allow access for permissions

     9. Click on Test Connection to test the response of your connection.