This document describes the process to connect your Salesforce Organisation to a Zomentum for SaaS vendors. instance. Perform the following steps:

  1. Login to your PartnerAlign instance.
  2. Click on the “Settings” icon on left and select Users.
  3. Create a user by clicking on Add user on the top right.
  4. Fill required fields and select “API User” as Permission Level, click on “Next”.
  5. Generate Access Token and Refresh Token by clicking on “Generate Token”.
  6. “Access Token” and “Refresh Token” will be used by Salesforce org to send data to PartnerAlign.
  7. Go to home page of PartnerAlign app in Salesforce.
  8. Click on Connect to PartnerAlign button on right side.
  9. Fill the PartnerAlign nstance name, its Url, and tokens generated in previous steps. Click on Save.