Integrate ValueCore Visualizer with Salesforce

Overview

You can easily integrate ValueCore with Salesforce by simply clicking a button on the Visualizer created.


Step-by-Step Guide


  1. Follow the steps to Create a Visualizer.



  1. Hover the mouse over the Visualizer created and then click Value Collaborator.



  1. Click Tools and then click Link with Salesforce.



  1. Connect With Salesforce pop-up box appears.



  1. Open Salesforce and then copy the URL.



  1. Paste the URL in the Salesforce Object URL field.


  2. Click Connect.


  1. The data in the Salesforce gets saved to the Visualizer.



  1. Refresh the Visualizer and you can see that Salesforce is now integrated with ValueCore.
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