Integrating Salesforce with Euler
Euler integrates with your Salesforce account using a standard OAuth connection, which inherits the same permissions as the user who sets up the integration. This setup ensures a seamless connection between Euler and Salesforce, aligning with your existing data access and restrictions.
Steps to Integrate Salesforce
Log in to Euler and go to the Integrations page.
Locate Salesforce and click Integrate.
In the popup, follow the prompts to authorize the integration.
Complete the authorization process to enable Salesforce syncing with Euler, based on the access privileges of the user authorizing the connection.
Once authorized, Euler will synchronize with your Salesforce data according to the permissions of the integrating user, allowing for streamlined data sharing across both platforms.