Step 1: App authorization

Authorize your interface user to set up the connection between Inxmail Professional and Salesforce.

Step by step

  1. Click "Customize" or "Step 1: App authorization" under "Salesforce."

  2. Click "Grant access."

  3. If a previous user was already authorized, you'll see this in the "Change user" dialog box.

    Click "OK" and save your interface user as a new user.

  4. Log in.

  5. Allow the Inxmail Email Marketing for Salesforce app to access your interface user's data.

  6. If the user account was successfully authorized, you'll see a blue check mark behind the "User" field.

  7. Save your changes.

    • Click "Back to overview" to return to the Inxmail Connector start page. All entries you make are saved automatically.

    • When you continue to the next step, this information is also saved.

    • Click "Cancel" to abort the configuration process. Changes are not saved.

  • You have authorized a user account.

Next step