Docly

Connect to CampaignSuite

Estimated reading: 1 minute

Once the Connected App has been created, you can link it to CampaignSuite. Go through the following steps to do this:

  1. In WordPress go to Settings > CampaignSuite > Salesforce
  2. Click on Authenticate
  3. Select in the popup whether you want to connect to a Sandbox (Test) or to a production environment (Live)
  4. Enter the Connected App Consumer Key and Connected App Consumer Secret and click Authenticate.

  5. In the next screen enter the login details of a Salesforce user and log in to Salesforce

When you return the connection is established and you can click on Close window. The page will then be refreshed automatically and the Salesforce settings will be shown.