How do I use Vanillasoft with Salesforce?

To get started with our Salesforce integration:

  1. Get the Vanillasoft for Salesforce app here: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JAEjEAO
  2. Contact your Vanillasoft representative to request that Salesforce integration be enabled.
  3. In your Salesforce account, go to Setup -> Security Settings -> Remote Site Access and add https://vanillasoft.net to the list.
  4. Follow the steps outlined in our guide: http://support.vanillasoft.com/entries/21743178-salesforce-com-integration
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