To connect Romify to Salesforce you need to navigate to Setup (1) → Integrations (2) → Salesforce (3) and click New Connection button (4)

New Connection

• Name - you have the option to enter a custom name for your connection (1). For instance, if you are connecting Sandbox and Production environments, you can name them accordingly
• Login URL - the URL will be automatically filled in as a Salesforce login URL (2), but you can change it if you use a custom one
• Connect button - click this button to create a new connection (3)
• Not Connected - the red banner indicates that this Salesforce integration is not yet connected (4)

• Login to Salesforce - you need to Login with your Salesforce credentials to create connection to your Salesforce (5). Read this article to learn what user right should have integration user.

• Enable Integration - popup window will open asking for Enabling connection that you just created (6). Click Enable button to continue

<aside> ✍🏻 NOTE: Romify can be connected to only one integration at the time. If you have other integration already enabled those would go off if you decide to enable this new integration. You can always enable or disable any integration later under Integration Settings. Learn how by reading following article.

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