How To: Connect and Setup Salesforce

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How to connect and setup the Salesforce CRM integration.

Summary

You can leverage our Salesforce CRM integration to push data from Anvil Web Forms to a Salesforce account. This post explores how to connect and setup Salesforce to integrate with Anvil's system.

Instructions on how to navigate to the Organization Settings Page →

Connect Salesforce Account

  1. Notice the ORG SETTINGS column on the lefthand side of the page. You should be already on the General tab.

Organization Settings Page

  1. Find the Salesforce Integration Card, locate "Connect Salesforce" button and click it.

Salesforce Connect Card

  1. You will be redirected to Salesforce where you can authenticate with your Salesforce credentials.

Salesforce Authenticate View

  1. On success, you will be redirected back to the Organization Settings page with the connected Salesforce account visible on the Salesforce Integration card.

Contact Anvil for Data Integration.

For the Salesforce Integration to work, we need to setup a few things for your Anvil Workflows. Please contact support@useanvil.com and we will get you up and running as soon as possible!

How To: Navigate to the Organization Settings Page →
How To: Add Users →
How To: Connect and Setup Redtail →
How To: Connect DocuSign for Signatures →
How To: Connect Dropbox →
How To: Disconnect DocuSign →
How To: Disconnect Dropbox →
How To: Disconnect Redtail →
How To: Disconnect Salesforce →
How To: Remove Users →

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