Connecting Salesforce

Created by Albert Jou, Modified on Thu, 14 Sep, 2023 at 11:08 PM by Albert Jou

How to connect Salesforce to ContactOut




Steps:

  1. Go to your ContactOut Account page. Click on the 'Connect' button below the Salesforce logo.

  2. Enter your Login credentials to your Salesforce Account. 

  3. A prompt will show to inform you that your Salesforce account has been connected


Troubleshooting

Not able to connect Salesforce

  • Go to Salesforce > Setup > Apps > Connected Apps > Connected Apps Oauth Usage > Scroll to ContactOut (typically in alphabetical order) > Make sure it is "Unblocked"
  • Try connecting the integration again on ContactOut
  • Credits to Heather Favors from College Recruiter for reporting the issue and the fix.

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