--- title: "Salesforce Integration with SaaSify" slug: "salesforce-integration-with-saasify" type: "index" canonical: "docs.saasify.ai/salesforce-integration-with-saasify" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce Integration with SaaSify 1 sub category | 8 articles ## [Purpose](https://docs.saasify.ai/docs/salesforce-integration-purpose.md) Updated on 2024-02-28 | Published on 2024-02-22 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... ## [Installing SaaSify Package](https://docs.saasify.ai/docs/installing-saasify-package.md) Updated on 2024-02-28 | Published on 2024-02-22 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... ## [Upgrading SaaSify Package (Optional)](https://docs.saasify.ai/docs/upgrading-saasify-package.md) Updated on 2026-03-31 | Published on 2024-02-22 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... ## [Configuring and Testing of SaaSify Package in Salesforce](https://docs.saasify.ai/docs/configuration-of-saasify-package-in-salesforce.md) Updated on 2025-08-18 | Published on 2024-02-22 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... ## [Creation of an Integration User](https://docs.saasify.ai/docs/creation-of-integration-user.md) Published on 2025-10-20 In this Article Create a Permission Set for Opportunity Read Access Create an Integration User Assigning Permission Sets to the Integration User This article provides a detailed explanation on how to... ## [SaaSify to Salesforce Configuration using External Client App](https://docs.saasify.ai/docs/saasify-to-salesforce-configuration-using-external-client-app.md) Updated on 2025-09-24 | Published on 2025-09-24 In this Article Create a working External Client App Steps to Capture Domain URL This document provides the relevant field and configuration available in the External Client App Manager (ECAM) in... ## [Configure Salesforce connection in SaaSify](https://docs.saasify.ai/docs/configure-salesforce-connection-in-saasify.md) Updated on 2026-07-15 | Published on 2024-02-22 SaaSify - Salesforce connection with Client Credentials ( Recommended ). After capturing the Consumer Key (Client ID) , Consumer Secret (Client Secret) , and Security Token , Domain URL , we need to... ## [Unable to validate the connection in SaaSify (Optional)](https://docs.saasify.ai/docs/unable-to-validate-the-connection-in-saasify-optional.md) Updated on 2024-02-28 | Published on 2024-02-27 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... ## [Troubleshooting](https://docs.saasify.ai/docs/troubleshooting.md) 7 articles