Installing Salesforce CRM Connector
To install Salesforce CRM, go to Dux-Dash, CRM Connections page, click on the New Connection button and select Salesforce:
Afterwards, select 'Add connection'. You will see a consent screen requesting access.
Once access is granted, your Salesforce CRM account will appear on the CRM Connections page within the Dux-Dash.
The Dux-Soup Connector is available for Salesforce editions that include API access, specifically:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
- Pro Suite
You can access Salesforce CRM integration if you have Dux-Soup Turbo or Cloud.