How do you authorize the connector in salesforce?

Category: KPIs 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.

Step 1:

Navigate to Settings→ Integrations → Connectors from the left navigation panel.

Connector left menu

Step 2:

In the Integrations page, click on the Manage button in Salesforce.


Step 3:

Click on the Sign in to Salesforce button from the Connect to Salesforce to update progress option.

Salesforce sign in

Step 4:

You will be directed to the Salesforce Login page.

Salesforce login

Step 5:

Once you sign in successfully, you can use the Salesforce account.

In the Manage Salesforce Connection page, you create new KPIs or work with pre-defined KPIs.

Manage Salesforce

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