Salesforce CRM connector

Spectate integrates with Salesforce CRM.

  1. To create a new Salesforce connector, click on the "Administration" tab on the left, and then select "Connectors".
  2. Click "+ Create Connector", which will open the New Connector section.
  3. Click "Salesforce". The New Salesforce Connector screen will appear.
  4. Enter a unique name for your Salesforce connector, and click "Create". This will take you to the authorization screen. Enter your Salesforce login credentials and confirm authorization for Spectate.