Configuring the Salesforce User
Configure the Salesforce user in ClientSpace.
To configure the Salesforce user:
- Go to System Admin > Users.
The Users dashboard opens. - Click Add.
The User Details form opens. - Complete the following fields:
Username |
Type sfservice. |
First |
Type Salesforce. |
Last |
Type Service User. |
|
Enter the Admin Email address for ClientSpace (Go to System Admin > Advanced > App Settings). |
User Type |
Select External. |
Authentication Type |
Select ClientSpace. |
Default Workspace |
Select Admin Workspace. |
Active |
Select this option to enable the username. |
- Click Save.