This article provides instructions for connecting Salesforce to your Akooda organization. This connection provides Akooda with access to accounts, their respective opportunities, and Salesforce reports in your organization.
For more information about how Akooda helps your organization evolve and the inherent privacy and security protections, see Akooda Integration Principles.
Before We Begin
Before connecting your organization’s Salesforce account, check that:
You’re an admin in Akooda.
You’re a system administrator in your Salesforce organization.
If you don’t have the right permissions as mentioned above, please send this guide to the right individual in your organization (usually the IT person or Info Security personnel). If you require further assistance getting the right permissions, please don’t hesitate to contact our support team at [email protected].
How to Connect
Sign into Akooda ([email protected]) with your admin user.
Navigate to the “Apps” page under the Account Settings (app.akooda.co/settings/apps)
Click on the “Connect” button for Salesforce, which will open an app installation page.
Sign in to your Salesforce instance with your admin Salesforce account.
Click “Allow” to provide consent for Akooda to view the information needed to connect Salesforce (as referenced in Salesforce’s Tokens and Scopes guide)
NOTE: The permissions granted include viewing and querying Salesforce Apex.
Next Up
Scanning your organization’s data post initial integration may take up to 24 hours. Once done, you will be able to see tagged Salesforce interaction data in your Akooda platform.
If you run into any problems, we’re here to help. Reach out to [email protected] to get assistance for your organization.
Any Feedback?
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