Connecting Your Salesforce Environment

Article Overview

The following article describes how to connect your Salesforce environment to a process.

Connecting Your Environment 

(See Figure 1 to Figure 4)

To connect your Salesforce environment, perform the following steps:

Figure 1: Connecting the Salesforce Environment

1. Click the Salesforce icon (1).
2. Click the Source dropdown (2).
3. Click + Create New (3).

     Result:

     The Create New Salesforce Resource window appears:

Figure 2: Create New Salesforce Resource Window 

4. Enter a Resource Name (4).
5. Click Next (5).

     Result:

     A Salesforce login window appears:

Figure 3: Salesforce Login Window

6. Enter a Username (6).
7. Enter a Password (7).
8. Click Log In (8).

     Result:

     The Object dropdown appears (9) indicating a successful connection:

Figure 4: Salesforce Login Window

Important!

If you switch between Salesforce environments after adding components, the following message will appear: