Loading
Prepare for Email to Become the Default Login ExperienceRead More
US/Canada Toll-Free Callers Experiencing Silence After Agentforce Voice GreetingRead More
Salesforce Suites
Add a Connector to an External App With the Guided Wizard

Add a Connector to an External App With the Guided Wizard

Connect to an external app by using the guided connection wizard.

  1. Open the Automation app.
  2. From the Automation - Home tab, select a connector icon under Top Integrations.
  3. Select a template.
    Depending on the app, you see multiple template options or just one.
  4. In the Get Started and Set the Connection steps of the connection wizard, enter authentication details for your external app, such as URL, protocol, and API key.
  5. In the Configure the Flow step of the connection wizard, enter your field details. You can also create custom fields if needed.
  6. Review your new flow and select Connect.
    The connection wizard generates your flow and saves it.
Note
Note You can save a limited number of flows. See the Considerations section in Integration Basics for Salesforce Suites.
 
Loading
Salesforce Help | Article