Salesforce Knowledge Base Articles
- Salesforce Integrations Overview
- Minimum Requirements to Connect VanillaSoft to Salesforce
- Steps to Check Your Salesforce Version
- Migrating from Legacy to NEW Salesforce Integrations: What's Different?
- Connecting and Testing Salesforce in a Sandbox Environment
- VanillaSoft to Salesforce Integrations Overview
- Salesforce to VanillaSoft Integrations Overview
- How to Set or Reset your Salesforce Security Token
- Create VanillaSoft Project and/or User API Integration Key
- Enter Salesforce Credentials and Define App Options
- Create and Trigger a Salesforce to VanillaSoft Real Time Integration
- Create and Execute a Salesforce to VanillaSoft Batch Integration
- Create and Update VanillaSoft Integrations inside Salesforce App
- Salesforce Required Fields & Default Values