SFDC Integration with ML Platform

Owned by Former user (Deleted)
Last updated: Jul 15, 2024 by Robert Van Brunt
1 min read

  1. From the left-hand navigation, select Manage Integrations

    image-20240614-135508.png

  2. Click Connect on the Salesforce tile

  3. Choose which Salesforce environment you want to connect to

  4. Enter your Salesforce credentials

    1. Note - The user who logs in must have Modify All Data permissions

    2. It is recommended to create a shared/general account (such as marketingteam@) to avoid a broken connection if someone leaves the company and is deactivated)

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