Authenticate Your Salesforce User

To use the Salesforce integration, you must authenticate your Windward Hub account with your Salesforce account.

Authenticating Your User#

Before you can use a native Salesforce integration, you must authenticate your Windward Hub account with Salesforce.

  1. Go to your User Profile in Windward Hub: img
  2. Expand the section "My Integrations:" img
  3. Click "Connect to this Integration" for the integration you wish to setup: img
  4. Enter your user credentials for the integration.

You will now be re-directed back to Hub and see a confirmation message that the connection was successful. You can now upload documents to your Salesforce integration in the Document Library.

Removing or Updating Salesforce Authentication#

If you wish to change your Salesforce authentication or simply wish to remove the Salesforce integration from your account, you can do this in your User Profile.

  1. Go to your User Profile in Windward Hub: img
  2. Expand the section "My Integrations:" img
  3. Click "Disconnect" for the integration you wish to remove: img