Salesforce Integration Setup

 

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. 

  1. Create a user in Salesforce with a login name and password. 
    1. Confirm the user has permission to read, create, and modify Contacts, Topics, and       TopicAssignments.
  2. Login to Lightrail and navigate to the Apps page. Select Salesforce

    sales
  3. Enter your Username, Password, and Security Token for Salesforce into the fields provided.
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                    4.  Click
Connect.