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Salesforce CRM

In order to export customer data from Under to your Salesforce CRM Under will require read and write access to the data within your CRM. 

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Naviage to Settings > Integrations > Edit Credentials. Under will require read and write access to the data within your CRM. 

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Option to choose

Use my Salesforce credentials (Recommended) or Salesforce Security Token or Organization ID

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If you choose Use my Salesforce credentials (Recommended)

  • Hit continue to allow for read and write access. 
  • Enter your subdomainsome text
    • If you sign in at “acme.my.salesforce.com", add acme
    • Do not enter the full "acme.my.salesforce.com”
  • Open Window and Authorize using your Salesforce credentials

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Salesforce Security Token or Organization ID

TBD

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