Setting up the SalesForce API Connection

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

SalesForce customers can be imported into SalesManager, formerly known as NorthBoundary, through the SalesForce Customer Import. This tool will walk through how to set up the connection and import customers.

 

Setting up SalesForce Security Token in SalesManager

  1. Click on your profile icon.
  2. Click the Profile button.
  3. Click the Salesforce API button.
  4. Enter the Security Token.
  5. Click Test.
  6. Click Save.
  7. Once testing is complete, click Close.

Importing SalesForce Customers through Customer Mgmt

  1. In the sidebar, click the Customer Mgmt tab.
  2. Click on the Import/Export dropdown arrow.
  3. Click on Import Salesforce Customers.
  4. Enter a customer's name to import.
  5. Click on the Search button.
  6. Click the Import button.

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