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Changing the Salesforce Connected User

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  • Changing the Salesforce Connected User

    Hello! We need to change the connected user assignment. Should I follow the Post Installation instructions here https://support.clickandpledge.com/s...-in-salesforce for granting them permissions and re-establishing the connection? Is there anything else to be aware of? Thank you!

  • #2
    Hi
    CoralReef
    Junior Member
    CoralReef ,

    I would suggest our Third Party Integrations article, as this discusses how your C&P Account connects to Salesforce, and specifically discusses changing the Connected User. As users with Salesforce work primarily in Salesforce, they sometimes overlook that in relation to the C&P account, Salesforce is also an integration.

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    • #3
      Thank you!

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