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 https://developer.salesforce.com/ and click Browse Trials.
Click on Sign up for the Salesforce Developer Edition.
Complete the required details and click the Sign me up button.
Check your email for a ‘verify account’ email, and click the link therein.
Complete the required fields to Change Your Password and click Change Password.
After setup is complete, you will be redirected to a new Salesforce trial.
To locate the Security token please follow the following steps:
Go to View profile.
Click Settings.
Collapse My Personal Information.
Click 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.
Click on Enable then Save.
