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Authentication Methods Available To Connect Salesforce Integrations

Setting up your integration Set Up is super simple, but it's understandable that when there are choices there tend to be questioned.

Here's one of the frequently asked questions regarding Salesforce integrations.

Does SyncApps require an API key or Security Token to integrate using the Salesforce API?

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If you use oAuth2 we support it for Salesforce authentication as well as Username and Password. You can even just safelist our IPs to connect.

If choosing to use the Username and Password method then an API key or Security Token is very important as it serves as a key for you to access your software by SyncApps and be able to migrate your records to your other connecting software. If you do not have the API key or Security Token, you can safelist your IP.

See the guide here.

Connect different Salesforce Accounts 

If you want to connect, let's say five different Salesforce Accounts to your Marketing Automation software, you will need to enter your credentials for each under a separate Set Up.

Multiple Set Ups with one Salesforce Account

You can use the same credentials for this type of requirement even if you have one CRM account to connect to multiple Marketing Automation software.

Need Some Help with a Human Touch?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations. 

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled 

FAQs 

Check out these Help Desk articles for answers to frequently asked questions.

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