To access the Connection Settings for a Salesforce Integration, navigate to Setup (1) → Integrations (2) → Salesforce (3). Next, select the Salesforce connection that you would like to review (4).
Connection Settings
The Connection Settings tab (1) is where you can find information about your Salesforce Integration connection and perform various actions:
- Enabled/Not Enabled - this indicates whether the connection is currently enabled or not (2)
- Learn more about editing Integrations Settings here
- Name & Login URL - these fields (3) are automatically populated when you create a new connection and cannot be edited
- Learn more about connecting Romify to Salesforce here
- Connected/Not Connected: Email address - this confirms whether the Salesforce Integration is currently connected or not, and also displays the email address of the Salesforce user who created the connection (4)
- Reload - click Reload if you have made changes that you would like to immediately push to Salesforce (5)
- Otherwise, these changes will automatically push every 24 hours
- Disconnect - Click Disconnect to disable your Salesforce Integration (6)
- Learn more about Disconnecting Salesforce from Romify here
Did we miss something?
Not to worry! Just email our support team at [email protected] ✌️