Salesforce Connection in Console

Brief Overview

Integrate with Salesforce to connect your WalkMe data to CRM workflows.

How It Works

Salesforce connections page overview

The Salesforce Connections page is a central hub for viewing and managing all of your configured Salesforce connections.

1. Salesforce table

The Salesforce connections table lists all configured connections.

Table columns:

8. Connection ID: Unique identifier for the connection

9. Environment: Specifies whether the connection is for Production or Sandbox

10. Account name: Name of the connected Salesforce account

11. Email: Email address associated with the authenticated Salesforce user

12. Connection status: Indicates whether the connection is currently Logged in or Logged out

13. Activity status: Shows if the connection is active or inactive

2. Table icons

Manage columns

Remove or add columns from the table

1. Click the Manage columns icon

2. Select which columns you'd like to have in the table

3. Click Apply

Add new connection

1. Click the + Add New Connection button to add a new Salesforce connection

Export connections

1. Click the Export Connections icon to download a csv or xlsx file containing all configured connection details

Search

1. Use the Search bar to quickly find specific connections

Item options

Available actions:

1. Click the Reconnect icon to restore an expired or inactive connection

2. Click the Delete icon to remove the connection

How to setup a Salesforce connection

You can create a new connection whether you're setting it up for the first time or adding to existing ones.

1. Choose how to start:

   1. If this is your first connection:

      1. Go to the Available connections tab

      2. Hover over the Salesforce tile

      3. Click Setup

   2. If you already have connections:

      1. Go to the Active connections tab

      2. Hover over the Salesforce tile

      3. Click Manage Connections

      4. A table will open showing all configured connections for that integration

      5. Click Add new connection to open a dropdown menu

2. Select Production or Sandbox

   1. This will open the Salesforce login page where you can authenticate your account