Connect your Salesforce account to your Makerble Organisation

Owned by Matt Kepple
Last updated: Dec 20, 2022 by Divyum Goel (Unlicensed)
1 min read

Steps

Only an Organisation Admin on Makerble can connect their Salesforce Account to their Makerble Organisation

  1. Get to the Integrations App

  2. Press Add an integration

  3. Select Salesforce from the list

  4. Follow the instructions to login to Salesforce: use your Salesforce credentials to do this. This process might open up an additional window or tab.

  5. Once the connection is complete you will see Salesforce appear on the Manage Integrations page

  6. Click the down-facing arrow

  7. The section expands

  8. From here you can press Add an action to set up the integration to create

    1. contacts on Makerble

    2. Relationships between contacts on Makerble