Connecting Your CRM Environment

Article Overview

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

Connecting Your Environment 

(See Figure 1 to Figure 5)

To connect your Salesforce environment, perform the following steps:

Figure 1: Connecting the CRM Environment

1. Click the CRM icon (1).
2. Select your CRM, for example, Salesforce.com (2).

     Result:

     The Source dropdown appears:

Figure 2: Source Dropdown

3. Click the Source dropdown (3).
4. Click + Create New (4).

     Result:

     The Create New Salesforce Resource window appears:

Figure 3: Create New Salesforce Resource Window 

5. Enter a Resource Name (5).
6. Click Next (6).

     Result:

     A Salesforce login window appears:

Figure 4: Salesforce Login Window

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

     Result:

     The Object dropdown appears (10), indicating a successful connection:

Figure 5: Object

Important!

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