CRM configuration
Salesforce.com configuration
This section describes how to create and configure Salesforce.com for use with RPI. Please follow the steps below:
In a web browser, navigate to Salesforce Developers.
Select Browse Trials.
Choose Sign up for the Salesforce Developer Edition.
Complete the required details.
Select Sign me up.
Check your email for a “verify account” email and select the link within.
Complete the required fields to Change Your Password and select Change Password.
After setup is complete, you will be redirected to a new Salesforce trial.
Copy security token
To locate the Security token please follow the following steps:
Go to View profile.
Select Settings.
Collapse My Personal Information.
Select Reset My Security Token.
Check your email and copy security token.
Enable account as campaign members
Go to Setup.
On the left menu, search for Accounts as Campaign Members.
Choose Enable.
Select Save.
