How to connect your Salesforce account to Terret

How to connect your Salesforce account to Terret

1. Start by logging into Terret and click the settings cog icon in the bottom left corner.

2. On the Link Accounts page, if you don't yet have a custom domain setup above the 'Link Salesforce Account' button, please have a sales operations user update that domain to your own custom SFDC domain.

   
   
    

3. On the link accounts page, click “Link Salesforce account”.  You’ll be redirected to a pop up page to complete an SFDC login prompt.  Complete that login prompt.   When the next page asks you to grant permission to a list of items from Salesforce, click allow. 
   
   

    

4. Once you complete the login prompts and allow authorization of the salesforce token you should be taken back to the Link Accounts page again.  You can click ‘Test Account Link’ to test your connection and if you get the green checkmark saying ‘Salesforce service working properly’, you’re all set!

    

If during the SFDC authorization process you see the below error message, please have your SFDC admin follow this other guide to resolve the issue.