For more information on the different types of Salesforce accounts, refer to Types of Salesforce Accounts.
For more information on how to set up the integration, refer to Salesforce New Installation Guide.
Link Multiple Accounts
It has become increasingly common for Ironclad Salesforce integration users to have multiple Salesforce organizations that they actively use for various reasons, including acquisitions, differing product lines, and/or regions. You can now integrate all of your Salesforce organizations within a single Ironclad instance. This provides you with the benefits of using a single Ironclad instance to manage for setup, workflow management, unified dashboard, and unified repository based on existing permissions. To learn more, refer to Connect Multiple Salesforce Organizations to a Single Ironclad Instance.
Connect Your Salesforce Service Account to Ironclad
- Log into your Ironclad account. Click on your profile icon located in the top right corner. Navigate to Company Settings > Integrations > Salesforce. If Salesforce says Disabled instead of Explore, submit a request with our Support Team or contact your Customer Success Representative.
- Click Link Account.
- Log into your service Salesforce account, and then click Allow. Your Salesforce Service Account is linked to Ironclad.
NOTE
The Salesforce Account that you link must, at a minimum, have read privileges on the following objects:- Account
- Contract
- Contact
You will likely want this account to have robust privileges to read object descriptions which are used to generate the UI to set up field mappings.
Connect Your Individual Ironclad Account to Salesforce.
- Log into your Ironclad account. Click on your name located in the top right corner. Navigate to Personal Profile > Connected App > Explore Salesforce.
- Click Link Account.
- Log into your individual Salesforce account. Click Allow.