Last updated on Apr 6
2 min read
With the new native integration of Samespace with Salesforce, you can seamlessly combine all your essential information into one convenient interface. Our integration allows for complete customization, from the big-picture details down to the minutest specifics. Now, managing your business has never been easier.
Integrating with Salesforce is quick and easy. Just follow these simple steps:
Step 1: Navigate to the Settings icon on your Samespace platform and select "Apps" from the sidebar menu.
Step 2: Choose the Salesforce integration option.
Step 3: Fill out the required fields below.
Note: In the username and password field, enter the credentials of the salesforce user.
To generate a token, simply follow these steps:
- Log in to your Salesforce account.
- Click on the profile icon located in the top right corner.
- Select "Settings" from the dropdown menu.
Step 2: Next, click on "Reset My Security Token" located in the sidebar.
Step 3: After clicking on "Reset My Security Token," the user will receive an email containing their security token. Copy and paste the token into Samespace.
Step 4: Once the token has been added, select the desired environment (Production or Sandbox).
Note: Additionally, the user has the option to enable call logging and screen pop-up for inbound calls and chats.
Activating or deactivating an integration is a simple process. Follow these steps:
Step 1: Hover over the integration row and click on the icon located to the right of the row.
Step 2: If the integration is already active, select "Deactivate." If it is currently inactive, select "Activate" to turn it on.