Checklist: Setting Up Salesforce Integration
This section provides configuration instructions that you must complete before you can run the Salesforce import process.
Refer to the following steps and associated procedures in this section for additional information.
| Step | Procedure | Where Performed |
|---|---|---|
| 1 |
Enable Salesforce to communicate with DPS. |
In Salesforce, . |
| 2 |
Configure DPS to connect with Salesforce. |
In the
DPS Navigation pane, select
.
Select Connect your Salesforce Instance. |
| 3 |
Set Up Data Options and Run the Initial Import. |
In the
DPS Navigation pane, select
.
Select Import only new records. |
| 4 |
Confirm Data After the Import |
Review data to confirm accurate import. |
| 5 |
View Error Log or Notifications. |
In the
DPS Navigation pane, select
.
Alternatively, check the Notifications pane. |