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How to Connect Salesforce with GetAccept Automation
How to Connect Salesforce with GetAccept Automation

Learn how to connect Salesforce to GetAccept Automation, including setup, authentication, and troubleshooting tips.

Updated over a week ago

Introduction

This guide will walk you through how to connect your Salesforce account with GetAccept Automation. With this integration, you can automate workflows between Salesforce and GetAccept Automation, making it easier to streamline your business processes and manage your customer relationships.

GetAccept Automation is a powerful iPaaS service that connects you to over 500+ community connectors. To access the GetAccept Automation, you need a subscription and an invitation. Contact our sales department to learn more.

Requirements

To connect Salesforce with GetAccept Automation, you will need the following:

  • An active subscription and invitation to GetAccept Automation.

  • A valid Salesforce account with API access enabled.

  • Salesforce login credentials (Username, Password, and Security Token).

  • The necessary permissions in Salesforce to allow third-party integrations.

Invitation and Basic Setup

Once you have been invited to GetAccept Automation, you will receive an email asking you to create your account. Follow the instructions to create the account and log in to the platform.

  • Important: After logging in, ensure you switch the workspace from "My Workspace" to your company workspace by clicking on your profile image in the top left corner and selecting the workspace that matches your organization's name.

  • If you encounter any issues with logging in or accessing your GetAccept Automation workspace, please contact your Customer Success Manager or our Customer Support team for assistance.

For a detailed guide on setting up your account and navigating your workspace, please refer to the full article: Getting Started with GetAccept Automation.

Navigate to the Salesforce Connector

Following the invite, account setup, and navigation to the correct workspace, you will find all relevant connectors under Projects and Connections. There will also be a project folder where all of your connectors are placed.

Once you have identified the Salesforce connector, click to open it, and you will see the following view:

Step-by-Step Guide to Connecting Salesforce

Connect your Salesforce Account

  1. Connect your Salesforce Account

    • Once you’ve opened the Salesforce connector, you will be prompted to connect your Salesforce account.

    • Enter your Salesforce credentials (Username, Password, and Security Token). You may need to generate a new Security Token if you do not have one. For guidance on how to generate a Salesforce Security Token, refer to Salesforce documentation.

    • After authentication, authorize GetAccept Automation to access your Salesforce data.

  2. Verify Connection

    • Once authenticated, your Salesforce account will be connected to GetAccept Automation.

    • You will see the status of the connection, and GetAccept Automation will handle the rest of the setup process.

Troubleshooting

  • Invalid Credentials: If you encounter an invalid credentials error, ensure that your Salesforce credentials, including the Security Token, are correct.

  • Connection Issues: If the connection between Salesforce and GetAccept Automation is interrupted, try reconnecting the app via the Connections tab in GetAccept Automation.

  • Authorization Problems: Ensure your Salesforce account has the correct permissions to allow third-party integrations.

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