Creating an Organization
Required User Credentials
[Flosum User] - SystemAdministrator Role
[Salesforce User] - Administrator Credentials
Overview
OverviewTo use Flosum Cloud Apps with your Salesforce orgs, you must create an Organization in Global Settings for each Salesforce org you want to connect. This connection enables Flosum to securely communicate with your Salesforce org and perform necessary operations. Before creating the organization, please review the requirements in the following article.
This guide offers clear instructions for creating an organization. It is recommended to use a dedicated Salesforce user account specifically to establish the connection between your Salesforce org and Flosum Cloud Apps. The user account needs admin-level permissions to authorize access and grant Flosum the necessary permissions.
Dedicated Salesforce User
For information about creating the recommended dedicated user, see the following article.
After creating an organization, assign apps to utilize it. See the following article for instructions on assigning apps to organizations.
Create a Salesforce Organization
Access Global Settings
From any Flosum Cloud App, click the App Switcher icon at the top of the left sidebar menu.
Click Global Settings.
The Global Settings app will open in a new tab.
Global Settings can also be accessed by directly logging in using your region's Global Settings URL. See the following article for login instructions.
Create Organization
Click Organizations from the sidebar menu.
Click Create Organization.
In the Name textbox, enter a descriptive name of the Salesforce org you are connecting to.
Click the Organization Type dropdown.
Select the type of instance for the Salesforce org you are connecting to: Production or Sandbox.
Click Create.
Allow Access
When connecting a Salesforce org, it is recommended to use a dedicated user. For more information on creating a dedicated user, please refer to the following article.
In the Username textbox, enter the username of a user with Admin privileges in the Salesforce org you are connecting to.
In the Password textbox, enter the password for the Salesforce user.
Click Log In.
Review the items listed in the access request.
Click Allow.
The organization you created is now listed in Organizations.
Assigning Apps
When a new organization is created, it initially has no apps assigned to it. You must assign apps to the organization to use them with the Salesforce org. For detailed instructions, refer to the following article on assigning apps to an organization.
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