Set up space connection

What is a space? A space is your work area in Inxmail New Xperience.

Complete the following steps for each Inxmail New Xperience space you need to link to Salesforce.

Step by step

  1. Preparation

    • Open the app launcher and start the "Inxmail Email Marketing for Salesforce" app.

    • Go to the "Inxmail Settings" tab and complete each of the steps in the setup wizard.

    • Have the login information that your Inxmail customer representative emailed you at hand.

      Anything missing? Contact your Inxmail representative or if you do not have the login information.

  2. Set up authentication provider

    Set up your authentication provider. Watch our video to find out how:

    Click "Next."

  3. Set up named credentials

    Set up your named credentials. Watch our video to find out how:

    Click "Next."

  4. Set up the Inxmail space connection

    Set up your Inxmail space connection. Watch our video to find out how:

    Space name is not compulsory: You only need to enter a space name if you want to store more than one space. You are free to choose the space name as you wish.

    Click "Next."

  5. Validate Inxmail space connection

    Validate your Inxmail space connection. Watch our video to find out how:

    Click "Next."

  6. Set up Inxmail Connector

    Set up Inxmail Connector.

    Not required for existing customers: Are you already using the previous integration (Inxmail Professional for Salesforce)? Then you don't need to go through the process of setting up Inxmail Connector again.

  7. Would you like to set up more than one space? Carry out the steps outlined above for all spaces you want to link to Salesforce.

    If you want to set up more than one space, this is what you'll need:

    • One authentication provider for all spaces

    • One named credential per space

     

     

     

  • You have linked your Inxmail New Xperience space to Salesforce.

Next step