Knowledge base
Knowledge base
Breadcrumbs

Linking SalesReady to Salesforce

  1. 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.

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  1. Navigate to the “SalesReady Configuration” tab

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  1. Open the Authentication tab.

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  1. 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.

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  1. Click “Allow” on the next page

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  1. 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.

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