Create a Salesforce Connection in Worknet

Connecting your Salesforce account to Worknet enables seamless integration and data sync, making your workflows smarter and more automated. Follow these steps to create a new Salesforce connection:

Step 1: Navigate to Connections

1. From the Worknet Admin dashboard, look for the left sidebar.

2. Under Integration, click on Connections.

Step 2: Start a New Connection

1. On the Connections page, click the New button (if available) or proceed to select a system to connect.

2. You’ll see a list of available integration options (Zendesk, Salesforce, HubSpot, Jira, Confluence, Slack).

Step 3: Choose Salesforce

1. Click on the Salesforce tile.

2. The tile will be highlighted, and the Next button will become active.

3. Click Next to proceed.

Step 4: Enter Connection Details

Fill in the required fields:

• Name: Enter a friendly name for this connection (e.g., "Salesforce US Prod").

• Description: (Optional) Add details or notes about this connection.

• Salesforce Subdomain: Enter your Salesforce subdomain (e.g., yourcompany if your login URL is yourcompany.my.salesforce.com).

• Is Worknet App?: Toggle this ON if you’re connecting to the Worknet Salesforce app.

Step 5: Authorize & Save

1. Click Save (or Next) to proceed.

2. You may be prompted to log into Salesforce and authorize Worknet to access your Salesforce data.

3. Follow the Salesforce authorization steps in the popup window.

4. Once authorized, your connection will be established and shown in your Connections list.

Troubleshooting Tips

• Invalid Subdomain: Double-check your Salesforce URL and only enter the subdomain part.

• Authorization Failed: Make sure you have admin permissions in Salesforce, or ask your Salesforce admin for help.