This Salesforce integration supports 4 Editions :

Salesforce Integration

How to install, use & Uninstall Salesforce integration in Zluri

To integrate Salesforce with Zluri you have to visit the integrations page in your Zluri workspace & click on 'Salesforce'.

Note:

This Salesforce integration supports 4 Editions :

1. Enterprise Edition

2. Unlimited Edition

3. Developer Edition

4. Performance Edition

Integration with Salesforce requires authorization from the Salesforce administrator. If you have the Salesforce Admin credentials you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.

If you are inviting your co-worker to complete the authorization, You will need to fill his name, email & a note (optional) and we will send an invite to him.

Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

Usage:

Once you authorise Salesforce, you will be able to see an overview of how Salesforce application is used across your organization.

You will also be able to see which users use Salesforce & their details such as last used date, usage & spend allocated to them.

To uninstall the app please hover on the Salesforce App in the integrations tab & Click 'More Info'. It will open a page like below. You can click 'Disconnect' to disconnect the Application from your Zluri account.

Support

You can reach out to us through any of the following channels in case you face any difficulties in integrating Salesforce with Zluri.

Phone : 🇺🇸 +1 628-243-5870 🇮🇳 +91 9019 096 678

Email : tech-support@zluri.com

You can also reach out to us through the live chat window on the bottom right of the screen.

We will respond to your query within 24 hrs.

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