Add a Salesforce integration (Edify Console)

This article explains how to add an integration to a Salesforce account in Edify Console.

Steps

1. Log into Edify Console at console.edify.cx.

2. Navigate to Account > Integrations.

3. Click the New Salesforce Integration button in the top-right corner of the screen.

4. Fill out the following pieces of information on the form:

• Connection Name

• Type (Production or Sandbox)

  • • A production connection is intended for real-world use

    • A Sandbox connection is intended for testing.

• Username (your Salesforce username)

• Password (your Salesforce password)

• Security Token (associated with your Salesforce account. Provided by Salesforce)

• Alert Emails (separate multiple email addresses with commas and no spaces)

• Frequency (a positive, whole number representing how often you want to be alerted.

• Seconds / Minutes / Hours / Days (for alert frequency)

5. Click the Save button in the top-right corner of the screen to save your changes or the Cancel button to cancel.