Connecting to Salesforce

There are 2 types of connections to be aware of when connecting to Salesforce. In this guide you will learn about the 2 types of connections, how they're different, and how to configure your Salesforce connections

  1. Connecting to Salesforce with a team-level account
  2. Connecting to Salesforce with a personal user account

1) Connecting with a Team-level Account (Admins)

As an administrator, when you jump in to configure your Qualified connection to Salesforce, the first thing you should do is configure your Salesforce team-level account. A team-level account is the primary connection used to sync your Qualified data with your Salesforce data. This account should have read and write access to all objects in Salesforce. Upon clicking "Connect to Salesforce" an authorization (OAuth login) window will appear where you must authorize the team-level account user. After completing this step you have successfully connected Qualified to Salesforce

Connecting a team-level Qualified account to Salesforce via Oauth
Connecting a team-level account to Salesforce via Oauth

2) Connecting with a Personal User Account (Users)

It's never a good idea for a connected app to have only one user with read/write access to Salesforce, because everything created by that user will go into the system with that user as the record Owner. Rather, when creating Leads, Contacts, Accounts, or Opportunities, its advisable for those records to be created by the individual sales rep so everything is tracked correctly in Salesforce. Therefore, each user of Qualified should connect to Salesforce with their own credentials. When users are invited they are prompted to do this at signup, or the personal user connection can be found in Settings, as shown below. Upon clicking "Connect to Salesforce" an authorization (OAuth login) window will appear where the user must connect with their individual credentials.

Connecting a personal Qualified account to Salesforce via OAuth

Summary

There are 2 types of connections to be aware of when connecting Qualified to Salesforce. The first is a team-level account which is used by the system to read and write data as necessary. The second is a personal user account for each sales rep using the system. The personal user accounts are used by each rep when creating Salesforce objects such as Leads, Contacts, Accounts, and Opportunities.

Next Steps

As a next step in your education, you might find the following guides useful

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