This article will walk you through how to link your individual and service Salesforce accounts to Ironclad.
There are two types of Salesforce accounts: service accounts and individual user accounts. Both account types must be connected between Ironclad and Salesforce, but they serve different purposes. After you install the Ironclad Managed Package, you must connect these accounts to Ironclad.
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 your Salesforce Service Account to Ironclad.
To avoid accidentally connecting to your personal Salesforce account, we recommend doing this in an incognito window in your browser.
- 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, email Support at support@ironcladhq.com 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.
Link 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.