In order to set up your Salesforce integration, you will need to provide a username, password, and security token to Bluelink. If possible, create a dedicated Salesforce login for this integration specifically.
- Create a user in Salesforce with a login name and password.
- Confirm the user has permission to read, create, and modify Contacts, Topics, and TopicAssignments.
- Login to Lightrail and navigate to the Apps page. Select Salesforce.
- Enter your Username, Password, and Security Token for Salesforce into the fields provided.
- 4. Click