In the
Vantagepoint browser application, you must use the Integrations utility to enable the Salesforce integration and configure the connection settings.
To configure
Vantagepoint to connect to Salesforce:
-
In the Navigation pane, select
.
-
Enter the
Consumer Secret and
Consumer Key that were documented in the Enable Salesforce to Communicate with
Vantagepoint procedure.
-
Click
Connect to connect the Salesforce instance to
Vantagepoint.
After a successful connection:
- The
Connect button changes to
Disconnect.
- A message displays in the top banner to indicate that the process was successful.
- The
Data Update Options,
Advanced Options, and
Data Mapping sections are enabled.
If the connection is not successful, an error message displays. Failures are recorded in an error log table. If alerts are configured,
Vantagepoint sends a notification center alert to the users with roles impacted by the failure. See the
Vantagepoint Salesforce Integration Technical Guide for more information.
-
To disconnect Salesforce from
Vantagepoint at any point, click
Disconnect.
-
To view details from the most recent error log, click
View Last Error Log.