-
Open the App Launcher by clicking the icon in the upper left hand corner of the page. Using the search bar, find SalesReady and select it to open the app.
-
Navigate to the “SalesReady Configuration” tab
-
Open the “Authentication” tab
-
Click the “Connect” button under where it says “Connect to SalesReady”
-
You may encounter a notice depending on your browser settings requesting your permission to open the page, click “Open” to continue
-
Click “Allow” on the next page
-
On the Authentication page of SalesReady in your org, you should see a button to verify the connection. Click the button to complete the linking of SalesReady to Salesforce.