How to connect Salesforce to V1CE
To connect Salesforce to V1CE, open Automations, click Integrations, find Salesforce and press Connect. Sign in, then press Allow. Salesforce now shows as Connected.
| Time needed | 1 minute |
|---|---|
| What you need | Your V1CE account and a Salesforce account and a paid V1CE plan |
| Where in the app | Co-Work > Automations > Integrations |
Video transcript and chapters
Chapters 0:00 Intro 0:08 Open Integrations 0:18 Press Connect 0:26 Sign in and allow 0:31 Connected Transcript Here's how to connect Salesforce to V1CE. New contacts flow straight into Salesforce. Start on Today, then hover Co-Work in the side menu. Choose Automations. Click the Integrations tab. Find Salesforce, and press Connect. Sign in to your Salesforce account. Press Allow, to let V1CE connect. That's it. Salesforce now shows as Connected. That's it. V1CE is now connected to Salesforce.
Connecting Salesforce to V1CE takes about a minute. New contacts flow straight into Salesforce. Here is how to do it. You press Connect, sign in, and you are done.
Watch the video
Step 1: Open Automations
Hover Co-Work in the side menu, then choose Automations.
Step 2: Click the Integrations tab
Click Integrations, then find Salesforce in the list.
Step 3: Press Connect
Press Connect next to Salesforce.
Step 4: Sign in
Sign in to your Salesforce account. Check it says it is connecting to V1CE.
Step 5: Allow access
Press Allow, to let V1CE connect.
Step 6: Check it says Connected
You land back in V1CE, and Salesforce now shows as Connected.
Good to know
- You need a paid V1CE plan to connect Salesforce.
- To disconnect later, open the same Integrations tab and press Disconnect next to Salesforce.
- The sign-in screens in the video are examples. Yours will look like the real Salesforce page.
Frequently asked questions
How do I connect Salesforce to V1CE?
Open Automations, click the Integrations tab, find Salesforce and press Connect. Sign in and allow access, and it shows as Connected.
How do I disconnect Salesforce?
Open the same Integrations tab and press Disconnect next to Salesforce.
What does connecting Salesforce do?
New contacts flow straight into Salesforce.