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Connect your Salesforce account to your Makerble Organisation
Connect your Salesforce account to your Makerble Organisation
Steps
Only an Organisation Admin on Makerble can connect their Salesforce Account to their Makerble Organisation
Press Add an integration
Select Salesforce from the list
Follow the instructions to login to Salesforce: use your Salesforce credentials to do this. This process might open up an additional window or tab.
Once the connection is complete you will see Salesforce appear on the Manage Integrations page
Click the down-facing arrow
The section expands
From here you can press Add an action to set up the integration to create
contacts on Makerble
Relationships between contacts on Makerble
, multiple selections available,
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