Customer Support

Creating a Salesforce Connection

Required User Credentials

[Flosum User] - SystemAdministrator Role

[Salesforce User] - Administrator Credentials

Overview

To use Flosum Cloud Apps with your Salesforce orgs, you must first establish a connection in Global Settings for each Salesforce org you want to integrate. This connection enables Flosum to securely communicate with your Salesforce environment and perform necessary operations. Before connecting your Salesforce org, please review the requirements in the following article.

This guide offers clear instructions for establishing the connection. 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 establishing a connection, assign apps to utilize it. See the following article for instructions on assigning apps to connections.

Create a Salesforce Connection

1

Access Global Settings

  1. From any Flosum Cloud App, click the App Switcher icon in the dropdown menu from the sidebar menu.

  2. Click Global Settings.

  3. 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.

2

Create Connection

  1. Click Connections from the sidebar menu.

  2. Click Create Connection.

  3. In the Name textbox, enter a descriptive name of the Salesforce org you are connecting to.

  4. Click the Connection Type dropdown.

  5. Select the type of instance for the Salesforce org you are connecting to: Production or Sandbox.

  6. Click Create.

3

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.

  1. In the Username textbox, enter the username of a user with Admin privileges in the Salesforce org you are connecting to.

  2. In the Password textbox, enter the password for the Salesforce user.

  3. Click Log In.

  4. Review the items listed in the access request.

  5. Click Allow.

  6. The connection you created is now in the list of Connections.

Assigning Apps

When a new connection is created, it initially has no apps assigned to it. You must assign apps to the connection to use them with the Salesforce org. For detailed instructions, refer to the following article on assigning apps to a connection.

PreviousCreating a Dedicated Salesforce UserNextAssigning an App to a Salesforce Connection

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