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.