You can integrate Generous with Salesforce. If you know your Salesforce token, you do not have to complete Salesforce-related steps below.
- Log on to Salesforce.
- Click your username, and then My Settings, for example:
- Click Personal > Reset My Security Token, and click the Reset Security Token button.
- Copy the security token emailed to you by Salesforce.
- Log on to Generous, and click Settings > Integrations > CRM.
- Enter your Salesforce username and password, and paste the security token sent to you by Salesforce.
- Click Authenticate.
The "Authenticated as" message is displayed, for example:
Note: If you want to test your connection to Salesforce from Generous, you must make sure that you are logged on to Salesforce.
The next time you are creating a new campaign in Generous, you can choose to integrate it with Salesforce, for example: