- 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. ...
See more
How do I enable Salesforce Salesforce Connect?
As an exercise, let's connect an existing OData 2.0 data source that's publicly accessible.From Setup, enter External Data Sources in the Quick Find box, then select External Data Sources.Click New External Data Source.Enter OrderDB as the label. ... Select Salesforce Connect: OData 2.0 as the type.More items...•
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.
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.
What is 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.
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.
What is Salesforce 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.
What is Salesforce Connect license?
Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Each Salesforce Connect add-on license includes a set number of connections per adapter type. A Salesforce Connect add-on license is associated with a single Salesforce org. Salesforce Connect Adapter.
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 join two orgs Salesforce?
Here are the following steps I used to integrate with another Salesforce org.Create an Apex REST resource (New Salesforce org) ... Create a connected app (New Salesforce org) ... Create Authorization Provider (New Salesforce org) ... Create a Named Credentials (New Salesforce org)More items...•
How do I connect SQL Server to Salesforce?
In the opened package editor, select Database or cloud app source type. In the Connection drop-down list, select SQL Server as a source. Below select Salesforce connection as a target and after that click the Add new link, which helps you to add and configure tasks.
How do I create a external data source in Salesforce?
See Set Up Salesforce Connect to Access External Data with a Custom Adapter.From Setup, enter External Data Sources in the Quick Find box, then select External Data Sources.Click New External Data Source, or click Edit to modify an existing external data source.Select the authentication protocol. ... Click Save.More items...
How to connect Salesforce to external service?
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.
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.
How Does Salesforce Connect Work?
Salesforce Connect uses a feature called external objects, which is like custom objects on Salesforce, except that the data lives in another system. Salesforce defines external objects in the same interface as custom objects. However, an external object definition includes the external connection to the system where the object data is stored.
What are the Benefits of Salesforce Connect?
Salesforce Connect lets you achieve so much more with external sources and by integrating data like never before.
What's the Difference Between Salesforce Connect and Lightning Connect?
Lightning Connect is the feature of Salesforce Connect that lets you access data from external sources and compare it with Salesforce data side-by-side. These external sources include legacy software, SAP, Oracle, Microsoft SQL, Heroku, and other systems.
Salesforce Connect Limitations
Although you can connect almost any data source to Salesforce via Salesforce Connect, connections have various limitations .
Alternatives to Salesforce Connect
The most obvious Salesforce Connect alternative is an integration tool that pushes external data into a Salesforce custom object. There are various Salesforce integration tools, and we've compiled a shortlist here. The factors below might help you decide.
Integrate.io: The Salesforce Connect Alternative--or Addition
Salesforce Connect is a powerful solution that provides a connection between Salesforce and your external CRM or ERP system. But Salesforce Connect limitations make it difficult to complete some customer-related workflows.
