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Connecting to a Salesforce account
Connecting to a Salesforce account
Stan avatar
Written by Stan
Updated over a week ago

Follow the steps below to connect to a Salesforce account. In order to complete the integration, an active and Salesforce account is required.

To sign up for a Salesforce account, click here.

1. Log in to the Admin Portal.

2. Under CRM Integration, click Configure CRM.


3. Navigate to Salesforce > Click Install.

4. Select Connect your Salesforce account.

5. Log in to your Salesforce account to complete the integration of and Salesforce.

6. For the best experience, select Advanced Ringio / Salesforce Integration. (use Data Menu's)

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