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Knowledgebase: Salesforce
How do I activate Salesforce in Mindmatrix?
Posted by The Team at Mindmatrix on 13 November 2015 04:02 PM

Step 1: Click on the user profile.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Image for user profile.png

Step 2: Click on the CRM icon.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Salesforce Integration\Image for manage CRM.png

Step 3: Click on “Login to activate”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Salesforce Integration\Image for login to activate.png

Step 4: You will receive a notification asking to select the edition type. Click on “OK”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Salesforce Integration\Image for select edition type.png

Step 5: Select an appropriate edition type from the list.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Salesforce Integration\Image for selecting an edition type.png

Step 6: Select an appropriate time interval. Based on the sync interval, CRM contacts will get imported to AMP. After selection click on “Login to Activate”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Salesforce Integration\Image for sync interval.png

Step 7: You will be directed to the Salesforce login page. Enter your credentials and login to your account.

Note: You will be able to see the login page only if you are not logged in the CRM.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\October 2015\Salesforce Integration\Image for salesforce login.png

Step 8: You have now integrated your salesforce account. 

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