Configuring New Integrations (Rep)

 

  1. If your team has been assigned new integrations, you will be prompted a pop up upon signing in asking if you’d like to set them up now.

  2. Select “Take Me There” to configure your new integrations.

  3. On the integrations screen, select “Configure”

  4. Input the prompted info in the pop-up to sign in to salesforce, in this example.

  5. If successful, the box will be outlined in green.


You are now ready to start a session. To learn how to start a session click here.