Connecting Salesforce to Saleswhale via OAuth

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In this guide, we will look at how to connect Salesforce to Saleswhale.

 

In Saleswhale, navigate to the Integrations tab under Settings and select Salesforce under the list of Integrations.

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Click on 'Connect' and you will be redirected to Salesforce to login.

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Log in with your Salesforce admin credentials and upon
 authentication, you will be redirected back to Saleswhale.

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Turn on Enable Push

Turning on 'Enable Push' will enable Saleswhale to push the status and email activities back to your Salesforce records.

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Note: Turning it off will not undo the information already pushed.

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