Connecting Salesforce in BetterCloud

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Through BetterCloud you can connect an array of different third party SaaS applications under one roof, including multiple instances of individual connectors. This allows you to have a full picture of your domain's integrations, data and accounts, and fosters integration and automation across the multiple platforms used by your organization in a single interface.

This article will guide you through the process of connecting Salesforce in BetterCloud. 

Connecting Salesforce

BetterCloud supports multiple instances of our available connectors. For example, if your organization utilizes multiple Slack teams or Zendesk accounts for different departments, they can all be connected to BetterCloud and managed through our tools. Therefore, don't be concerned if you have already connected an instance of Salesforce; you can always add another, and will be able to differentiate them across BetterCloud by the names you give them. 

When connecting an app, it is very important to complete these steps fully, and in the order prompted. 

1. Begin by navigating to the Connectors page in BetterCloud:

2. Click on the "Add a new Salesforce" box:

3. From the Connector's right side flyout tab, click the green "Try Connector" button on the right side, then "Grant Access" in the center of the tab: 

4.You will be automatically redirected to a page owned by Salesforce, where you will be prompted to enter your login credentials. Make sure to sign in with the appropriate admin account credentials associated with the instance of Salesforce that you wish to connect:

5. Once logged in, you will be prompted to allow the permissions that BetterCloud will need, in order to integrate your Connector's data: 

6. After verifying BetterCloud's permissions with Salesforce, you will be directed back to the Salesforce tab in BetterCloud. Here, you can now name your Salesforce instance, and click "Verify Access" to finalize this Connector. 

7. When access is verified, you will receive a successful notification to this effect at the top of the page. You will then be directed back to the main Connectors page in BetterCloud, where your new Salesforce instance will be visible:

Disconnecting Salesforce

To disconnect a Salesforce Connector that is no longer needed in your BetterCloud instance, please contact BetterCloud Support.

Viewing and Managing Connectors

Once instances of a Connector have been added to your BetterCloud instance, they will be appear in new ways throughout our app, and be distinguished by name. Please see our "Viewing and Managing Connectors" article for more information about how connectors will appear throughout BetterCloud.

Important / Requirements

  • Connecting third party apps will require that you have the necessary admin credentials in those services to grant permissions.
  • If you experience difficulties connecting apps to your BetterCloud instance, please contact Support.
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