How can I connect Salesforce to Bloobirds?


In order to use our extension over Salesforce, you first need to connect both apps. Have you installed our extension yet? Alright, here's what comes next:

1. Log in to Bloobirds

2. Once you're logged in, head to Salesforce and log in there as well (or refresh the page if you were already logged in). This is the window that will pop up:

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If you don't see it, it might be that it's minimized, simply look at the right side of your window and click on this icon:

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3. Select a user from the list and once you click on CONTINUE, you can start working with Bloobirds on top of Salesforce.


Note for admins

If you need to change the connections between Salesforce users and Bloobirds users, you can do it in Account Settings > Salesforce > Users

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