Skip to content
Open
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
8 changes: 4 additions & 4 deletions admin/sources/salesforce.md
Original file line number Diff line number Diff line change
Expand Up @@ -12,15 +12,15 @@ By clicking the "Install" button in Step 1 of the instructions, you will be redi

> Don't worry about the message saying the app is not authorized. As explained in the FAQs below, this is due to Salesforce's partner policies and not any deficiency in the Savannah CRM Integration package.

Be sure to select `Intall for All Users` to make it available to your staff.
Be sure to select `Install for All Users` to make it available to your staff.

I takes a few minutes to isntall, but you will be promoted when it is done.
It takes a few minutes to install, but you will be prompted when it is done.

![sfdc_installed.png](/images/sources/sfdc/sfdc_installed.png)

## Connect Savannah CRM to Salesforce

The next step looks a lot like adding other sources. After Clicking the "Connect" button in Step 2 f the instructions you will be asked by Salesforce to approve giving Savannah CRM access. This enables Savannah CRM to retrieve data from Salesforce.
The next step looks a lot like adding other sources. After Clicking the "Connect" button in Step 2 of the instructions you will be asked by Salesforce to approve giving Savannah CRM access. This enables Savannah CRM to retrieve data from Salesforce.

![sfdc_auth.png](/images/sources/sfdc/sfdc_auth.png)

Expand Down Expand Up @@ -103,4 +103,4 @@ Additionally, you will see when a connection exists to a Salesforce record on yo
If a Salesforce Contact record matches a Savannah CRM Member record, Salesforce will display the date range of their activity (but not the content of the activity), any Tags assigned to them, their Engagement Level in various projects, their account name on other sources, their top and recent contacts, and any notes assigned to that Member.

Additionally, if a Salesforce Account record matches a Savannah CRM Company record, Salesforce will display the date range of member activity (but not the content of the activity), the top Tags from member conversations, a list of Member names and their Engagement Level in the community, and any notes assigned to members of the Company.