Setup Visitor Manager Central and Salesforce to work with each other
If you get stuck, remember to just ask one of our team!
- Sign up for an account on Salesforce
Go to https://www.salesforce.com/editions-pricing/sales-cloud/ or https://www.salesforce.com/editions-pricing/sales-and-service-cloud/. You will need at least Lightning Enterprise to enable this feature.
- Enable API
You will need to enable the API access on Salesforce before Enabling this Integration on Visitor Manager Central. You can follow link below to enable API access or Contact Salesforce Support directly (as this process may change on their end).https://ebsta.zendesk.com/hc/en-us/articles/210469083
- Install Salesforce Chatter or Salesforce CRM on Visitor Manager Central
Login to Visitor Manager Central. Go to SETTINGS > Integrations. Go to the Third-Party tab. Click the Enable option for Salesforce Chatter or Salesforce CRM. Follow the prompts in the popup window. Click Allow to complete setup process