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Do the environment first. Salesforce signs production orgs in on login.salesforce.com and sandboxes on test.salesforce.com, and this connector sends the authorization to whichever one the Environment setting names. The setting is optional and falls back to Production when it is left unset, so a sandbox connection that skips it gets sent to the production sign-in page, where the sandbox username is not recognized. Choosing it and saving takes a few seconds and avoids the whole class of problem.

24:T373a,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show call in Atlas

Show email in Atlas

Show meeting in Atlas

Show task in Atlas

Show note in Atlas

25:T373a,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show call in Atlas

Show email in Atlas

Show meeting in Atlas

Show task in Atlas

Show note in Atlas

26:T373a,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show call in Atlas

Show email in Atlas

Show meeting in Atlas

Show task in Atlas

Show note in Atlas

27:T373a,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show call in Atlas

Show email in Atlas

Show meeting in Atlas

Show task in Atlas

Show note in Atlas

28:T373a,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show call in Atlas

Show email in Atlas

Show meeting in Atlas

Show task in Atlas

Show note in Atlas

29:T3725,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show call in Atlas

Show email in Atlas

Show meeting in Atlas

Show task in Atlas

Show note in Atlas

2a:T3a6f,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show customer notes in Atlas

Show tickets in Atlas

2b:T3a6f,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show customer notes in Atlas

Show tickets in Atlas

2c:T3a6f,

Salesforce

Salesforce to Atlas

Customers

Salesforce to Atlas

Accounts

Salesforce to Atlas

Activities

Atlas to Salesforce

Tickets & Notes

Show customer notes in Atlas

Show tickets in Atlas

2d:T12ca9,

Hang tight. We're still loading your data.

SortAccount Name	SortPhone	SortAccount Owner Alias	Action
Sunbath2342394		ast	Show Actions
Petz1293	+10002999999	ast	Show Actions
Pyramid Construction Inc.	(014) 427-4427	OEPIC	Show Actions
Dickenson plc	(785) 241-6200	OEPIC	Show Actions
Grand Hotels & Resorts Ltd	(312) 596-1000	OEPIC	Show Actions
United Oil & Gas Corp.	(212) 842-5500	OEPIC	Show Actions
Express Logistics and Transport	(503) 421-7800	OEPIC	Show Actions
Edge Communications	(512) 757-6000	OEPIC	Show Actions
United Oil & Gas, UK	+44 191 4956203	OEPIC	Show Actions
United Oil & Gas, Singapore	(650) 450-8810	OEPIC	Show Actions
GenePoint	(650) 867-3450	OEPIC	Show Actions
sForce	(415) 901-7000	OEPIC	Show Actions
Sample Account for Entitlements		autoproc	Show Actions
University of Arizona	(520) 773-9050	OEPIC	Show Actions
Burlington Textiles Corp of America	(336) 222-7000	OEPIC	Show Actions

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Results (1)

Sol Lee

Sunbath2342394

sllooososl203@gmail.com

+14447777777

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Configure Salesforce CRM Integration with Atlas Support

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Integrations

Salesforce

Need help? View our Connection Guide

Connecting Salesforce takes two actions, in this order: choose whether this connection points at\r\nyour Production org or a Sandbox, then click Authorize and sign in with your Salesforce\r\naccount. There are no credentials to type or paste: the Salesforce app you authorize against\r\nbelongs to the provider of the integration, and Apideck runs the OAuth flow and keeps the\r\nshort-lived access token refreshed afterwards.

A Salesforce edition with API access. Enterprise, Unlimited, Performance and Developer\r\neditions include it. Professional Edition needs Salesforce's paid API add-on, and entry-level\r\neditions (Starter Suite, and the legacy Group and Essentials editions) have no API access at all.\r\nIf you are not sure which edition your org is on, your Salesforce administrator can confirm it.\r\nChecking before you start saves you a failed authorization.

A user with the \"API Enabled\" profile permission. The System Administrator profile includes\r\nit. Other profiles may not, and your administrator can grant it.

The Salesforce user you want the connection to act as. What the connection can read and write\r\nis exactly what that user can read and write: Salesforce enforces profile permissions, sharing\r\nrules and field-level security on API calls just as it does in the interface. A limited profile\r\nproduces a working connection that returns only part of your data, so sign in with an account\r\nwhose access matches what the integration needs: an Administrator profile gives full access.

A Developer Edition org is not a Sandbox. It is a free, standalone org with its own username,\r\nand it signs in on login.salesforce.com, so choose Production for it. Pick Sandbox only\r\nfor a sandbox spun out of an existing paid org, which is the case where your username carries a\r\nsandbox suffix.

First name

Last name

Primary email

Select a field

Name

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