how to connect salesforce

by Leonora Hermiston Published 3 years ago Updated 2 years ago

Download and install the Salesforce Authenticator app for the type of mobile device you use. For iPhone, get the app from the App Store. ...
From your personal settings, in the Quick Find box, enter Advanced User Details, then select Advanced User Details. No results? ...
Find App Registration: Salesforce Authenticator, and click Connect.
For security purposes, you’re sometimes prompted to either log in to your account again or enter a passcode sent via email or text message.
Open the Salesforce Authenticator app on your mobile device. If you’re opening the app for the first time, you see a tour of the app’s features. ...

In the app, tap Add an Account. The app generates a unique two-word phrase.

In your Salesforce browser window, enter the phrase in the Two-Word Phrase field.

Click Connect.

In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app.

Full Answer

How do I export data from Salesforce?

You can export Salesforce Leads into CSV files in two ways:

Use Trujay service. It allows you to export different modules or all the modules with saved relations between records. ...
Use the option Salesforce offers. In order to download your Salesforce leads into csv. ...
Now, select ‘Lead’ module to create the corresponding report.
After that, press ‘Export Now’. ...

What is the outlook for Salesforce?

Salesforce Outlook Integration

Users can now log Outlook emails to Salesforce as actual emails, no longer logging emails as tasks
Customized Outlook integration panels can be made for different users. Admins can configure Lightning components to the panel and even download more components from the AppExchange.
Users can draft Outlook emails using preconfigured Salesforce templates

How to connect Salesforce CRM with Microsoft Outlook?

It puts all of your customer information in one place: Outlook.
It offers integrated tasks and reminders that you can associate with a contact, company or sales deal.
It lets you share customer information across the organization.
It’s relatively simple to use and available on mobile.

How to connect and load data from Salesforce to excel?

To connect to Salesforce Objects data:

Select Salesforce objects from the product-specific data connector list, and then select Connect.
In Salesforce objects, choose the URL you want to use to connect. ...
If this is the first time you've made this connection, select an on-premises data gateway, if needed.
Select Sign in to sign in to your Salesforce account. ...

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How do I connect to Salesforce?

Overview of SetupCreate the external data source.Create the external objects and their fields.Define relationships for the external objects.Enable user access to external objects and their fields.Set up user authentication.

What's Salesforce Connect?

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.

Is Salesforce Connect free?

The price of Salesforce Connect depends on the data source and starts with a subscription of USD 4000/month. It is available for both the Enterprise and Unlimited editions of Salesforce.

How do I install Salesforce Connect?

Follow the steps given below to install Salesforce Connect:Log in to Salesforce.Open this URL on your web browser.Select Install for Admins Only and click the Install button.

How do I connect to an external database in Salesforce?

Add an External Data SourceFrom Setup, type External Data into the Quick Find text box. ... Enter OrderDB for External Data Source and name the data source OrderDB , and select Salesforce Connect: OData 2.0 as the type.On the next screen, click Validate and Sync.More items...

How do I access Salesforce external data?

Access External Data With Salesforce ConnectSalesforce Connect. ... External Data Sources With Salesforce Connect. ... Salesforce Platform Features Supported by Salesforce Connect. ... Access Data in Another Salesforce Org with the Cross-Org Adapter for Salesforce Connect.More items...

How do I connect to another app in Salesforce?

How To Integrate Salesforce With Other Applications1.1 Preparation and Planning.1.2 Data Source Connection Maintenance.1.3 Staging Database Usage.1.4 Map the Source with the Destination.1.5 Solve SalesForce.com IDs Issue.1.6 Recurring integration.

What is Salesforce Connect and lightning connect?

Salesforce Lightning Connect allows you to setup an external object (which is like an actual object in Salesforce, but is ReadOnly and cannot be used in reports, among other limitations) but the data is not stored in Salesforce.

How does Salesforce to Salesforce work?

Salesforce to Salesforce is a feature that allows you to share data with another salesforce.com Organization. It is multitenant platform where every customer will have their own environment in a shared platform. It is used to share records between two partner or organizations in salesforce.

What is the difference between Salesforce Connect and Heroku connect?

Salesforce Connect works with a variety of data sources. Any OData 2.0 data source can be pulled into Salesforce with Salesforce Connect. Heroku Connect can expose a Heroku Postgres database to Salesforce Connect. Any Heroku app can provide endpoints that can be consumed with Salesforce Connect.

How do I connect trailhead to Salesforce?

Quick Start: Salesforce ConnectInstall the Schema Package. ~5 mins.Create an External Data Source and External Objects. ~5 mins.Create an Indirect Lookup Relationship. ~5 mins.Create an External Lookup Relationship. ~5 mins.

What is Salesforce streaming API?

Streaming API is your radar. It lets you define events and push notifications to your client app when the events occur. You don't have to keep an active lookout for data changes or custom notifications—you don't have to constantly poll Salesforce and make unnecessary API requests.

What is Heroku Connect?

Heroku Connect automatically synchronizes data between Heroku and your other Salesforce services, including the Lightning Platform. With Heroku Connect, your productivity apps built on Lightning can use services built on Heroku to deliver elasticity, data consolidation, and complex custom app architectures.

What is Lightning Platform?

The Lightning Platform is unified and connected with robust APIs and services ready for data integration and system integration of back-office systems, communities, and more. The Lightning Platform empowers multiple types of enterprise application integration, including API integration, data integration, business logic integration, and user interface integration. With the Lightning Platform, no datasource is out of reach.

Can you use point and click in Salesforce?

Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required. GET THE GUIDE.

Salesforce Connect - Data

Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.

External Services Wizard (beta)

Easily connect your Salesforce org to the external service of your choice using the External Service Wizard. Just supply some basic information, like the name of the service and its schema endpoint, and then the service will be available in Salesforce. Once connected, you can use drag-and-drop tools to add the service to an app.

Heroku Connect

Platform Events

Our powerful events engine allows you to publish and subscribe to event streams that can be embedded into workflows inside Salesforce. Trigger actions like opportunity and case creation, or publish events to trigger activities in systems outside of Salesforce.

AppExchange

Not yet ready to build your own integration? Find pre-integrated apps on AppExchange. These partner apps offer connections into leading enterprise software systems. With millions of installs and reviews from other customers, you can find the app that matches your business needs best.

Slaesforce FAQ