How do you authorize the connector in salesforce?
Profit.co provides an option to enable the connector that helps users to access Salesforce. Users can create, edit and share Salesforce KPIs and work with others on shared projects, in real-time.
Why this Feature?
This feature enables the users to integrate Salesforce with their accounts and automate their Key results progress. Users can authorize the connector and can create KPIs for salesforce that aid in managing their OKRs methodically.
Navigate to Settings→ Integrations → Connectors from the left navigation panel.
In the Integrations page, click on the Manage button in Salesforce.
Click on the Sign in to Salesforce button from the Connect to Salesforce to update progress option.
You will be directed to the Salesforce Login page.
Once you sign in successfully, you can use the Salesforce account.
Related Answer Post
To learn more about how to integrate Monday.com with Profit.co, click here.
Profit.co allows you to create KPI and lets you connect it with the key result via salesforce. You can now select the ...Read more