Get a glimpse of how you can power your data-driven sales while improving sales efficiency. Join our weekly demo webinar, Wednesday's 1:00PM EST ►

How do I Setup a Salesforce Service Account?

These instructions provide information needed to connect Salesforce to ZynBit at for administrators to import user credentials from Salesforce and easily create ZynBit users.  It also enables ZynSync and ZynCal to connect to Salesforce in a manner controlled by the ZynBit administrator.  In order to create a service account connection, a Salesforce Administrator account must be available for use.

To begin the process, a ZynBit Admin should open the purple admin icon and click the Service Account icon. Click the Salesforce option on the right.

The Salesforce login screen will be presented and the Salesforce admin account should be used to log in (this does not have to be the same as the ZynBit admin’s Salesforce account).  When the screen confirming access is presented, click ALLOW.