Welcome to our quick and informative guide on integrating your Salesforce account with HireData. This process is designed to be straightforward and user-friendly, enhancing your recruitment workflow efficiently. Check out the video below for a recorded tutorial.
Step 1: Navigating to the Salesforce App
Step 1: Navigating to the Salesforce App
First, we'll start by navigating to the app section within HireData. Here, you’ll find the option to connect with Salesforce. It's a simple process that forms the foundation of this integration.
Step 2: Filling Out Your Login Credentials
Step 2: Filling Out Your Login Credentials
Next, you'll click on [+ New Connection] and enter your Salesforce login credentials. Rest assured, our platform ensures the highest security standards to protect your data.
2.1: Click [+ New Connection] and start connecting your Salesforce
2.2: Click [Connect]
2.3: Log In to Salesforce using a user with admin rights:
Step 3: Using a Custom Domain (If Applicable)
Step 3: Using a Custom Domain (If Applicable)
For those using a custom domain in Salesforce, we provide specific instructions at the 00:24 mark of our video. This step is crucial for a seamless connection between the two platforms.
Click [Use custom domain] and make sure your custom domain is filled in:
