Integrate Salesforce with ixHello
Last updated
Last updated
This step demonstrates how you can connect your Salesforce account to ixHello. Upon successful integration, you can access your objects in Salesforce via ixHello.
Login to ixHello and go to Studio Mode.
On the left navigation click on Integration-> Connect System and click on Add New Connection.
Fill in the following details.
Once you click on “Connect System” button, you will be redirected to the SalesForce login page as shown below. Enter your username and password and click on “Login” button.
Once you are logged in, Salesforce might show a screen with permissions options, allow it. You will be redirected to the ixHello platform with a success screen as shown below.
Now, you have successfully integrated Salesforce with the ixHello
SalesforceCustom will appear in the list as shown below.