Configuring the Salesforce User

Configure the Salesforce user in ClientSpace.

To configure the Salesforce user:

  1. Go to System Admin Users.
    The Users dashboard opens.
  2. Click Add.
    The User Details form opens.
  3. Complete the following fields:

Username

Type sfservice.

First

Type Salesforce.

Last

Type Service User.

Email

Enter the Admin Email address for ClientSpace (Go to System AdminAdvanced App Settings).

User Type

Select External.

Authentication Type

Select ClientSpace.

Default Workspace

Select Admin Workspace.

Active

Select this option to enable the username.

  1. Click Save.

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