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Salesforce IntegrationAsked by OffshoreNetwork on November 01, 2013 at 05:22 AM
Is there anyone who can show me how the Salesforce integration works and what I need to do before I go ahead and purchase the software?
I only have the Professional version of Salesforce and have been told that I may need an API - again some explanation around this would be great.
Thanks for contacting us.
The integration feature with Salesforce will work for Enterprise and Unlimited edition only. Unfortunately, Professional Version is not supported. You may need to upgrade your Salesforce account.
Here's our guide for Saleforce Integration:
All you need is your Salesforce Username, Password and Security Token.