Knowledge base

Allowing Xplenty access to my data on Salesforce

Xplenty can read your Salesforce data. This article details creating the Salesforce connection in Xplenty.
Note that Xplenty can only be used with Salesforce editions that have API access. Some plan types, including trial versions, do not have API access by default and cannot be used with Xplenty.

To create a Salesforce connection In Xplenty:

  1. Click the Connections icon (lightning bolt) on the top left menu.
  2. To create a connection, click New connection. 
  3. Choose Salesforce. 
  4. Select the Salesforce environment you'd like to connect to - production or sandbox - and click authorize.
  5. In the Salesforce login window, sign in with your Salesforce account (Note: The user name for a sandbox account is your user name with a dot sandbox account name suffix. For example, If your user name is danielle@ilovemycompany.com and your sandbox account name is test, your user name for it is danielle@ilovemycompany.com.test).
  6. In the next page, click "Allow" to allow Xplenty access on your behalf to Salesforce.
  7. In the new Salesforce connection window, name the connection and click create salesforce connection.

To modify Salesforce connections in Xplenty:

    1. Click the Connections icon (lightning bolt) on the top left menu.
    2. Click a connection to open and modify it. Make any necessary changes, then click Reconnect, and Save changes. To exit the Salesforce connection window without changes, click Back to connections (grey tab on the left side) on the Salesforce connection window.
    3. To delete a Salesforce connection, click on the three vertical dots on the far right of the connection listing and select the Delete connection option.