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Create a Salesforce Connector

Spectate integrates with Salesforce CRM.

  • To create a new Salesforce connector, click on the "Administration" tab on the left, and then select "Connectors".

  • Click "+ Create Connector", which will open the New Connector section.

  • Click "Salesforce". The New Salesforce Connector screen will appear.

  • Enter a unique name for your Salesforce connector, and click "Create". This will take you to the salesforce.com authorization screen. Enter your Salesforce login credentials and confirm authorization for Spectate.

For full installation instructions, please open the attached step-by-step guide for creating a SalesForce Connector in Spectate.