Salesforce Integration with SaaSify

Capture the Current My Domain URL from Salesforce This article talks about a scenario which you might come across when validating the connection in SaaSify for Sandbox Salesforce Environment. This usually occurs when the Salesforce Admin has en...

The purpose of this document is to integrate your Salesforce CRM with SaaSify platform: To automate the creation and publishing of Private Offers to the Hyperscalers (Azure, AWS, and GCP) To automate the ACE and Microsoft Co-sell process....

Info: If you already have an existing SaaSify package installed, then you would need to upgrade the package with the new one. For more information on how to upgrade an existing SaaSify package in Salesforce, follow the steps provi...

Whenever there is an upgradable version of SaaSify Package, we will notify you of the same. You can follow the below steps to upgrade the package. Steps to upgrade Open the SaaSify listing in Salesforce AppExchange and click on Ge...

SaaSify PSM will provide the following information: UserName to setup the External Credentials Password to setup the External Credentials URL to update in the Named Credentials Note: Ensure you have all the above details p...

SaaSify PSM will provide the following information: Callback URL Note: Ensure you have the above details provided by the PSM. Now we need to make sure that SaaSify is configured properly to communicate with Salesforce. For this, ...

Once the Consumer Key and Consumer Secret are obtained from the Connected App, we now need to capture the Security token of the user. Note: When you create a Salesforce account, Salesforce sends an email message from support@salesforce....

After capturing the Consumer Key , Consumer Secret , and Security Token , we need to update the same in the SaaSify application. Follow the below steps to update the details in SaaSify: Login to the SaaSify application using the P...