Discover a seamless integration process! Learn how to connect Salesforce to Peaka effortlessly for streamlined transactions.
This article guides you through the process of connecting Salesforce to Peaka, allowing you to seamlessly access your Salesforce data within the Peaka platform.
In the side menu bar, click the “New Data Source” button to initiate the connection process.
In the modal that appears, select “Salesforce” as your data source.
Enter a name for your data source and input credentials you obtained in the previous step.
Click “Next” to create your Salesforce data source.
Congratulations! You’ve successfully connected Salesforce to Peaka. You can now access and manage your Salesforce data seamlessly within the Peaka platform.