This document describes the process to connect your Salesforce Organisation to a Zomentum for SaaS vendors. instance. Perform the following steps:
- Login to your PartnerAlign instance.
- Click on the “Settings” icon on left and select Users.
- Create a user by clicking on Add user on the top right.
- Fill required fields and select “API User” as Permission Level, click on “Next”.
- Generate Access Token and Refresh Token by clicking on “Generate Token”.
- “Access Token” and “Refresh Token” will be used by Salesforce org to send data to PartnerAlign.
- Go to home page of PartnerAlign app in Salesforce.
- Click on Connect to PartnerAlign button on right side.
- Fill the PartnerAlign nstance name, its Url, and tokens generated in previous steps. Click on Save.