Connect Your Sales Connect Account to Salesforce

Follow these simple steps to connect Sales Connect to Salesforce.

How to Connect as an Admin

  1. In Sales Connect, click the gear icon on the upper-right and select Settings.

  2. Under Admin Settings, click Salesforce.

  3. In the Connections & Customizations tab, click Connect.

  4. Click OK.

  5. If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.

How to Connect as a non-Admin

  1. In Sales Connect, click the gear icon and select Settings.

  2. Under My Account, select Salesforce.

  3. In the Connections & Customizations tab, click Connect.

  4. Click OK.

  5. If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.

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