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Prerequisites

  • A Salesforce account with API access.
  • A datasource already configured in Mora.

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Required fields

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Steps

  1. Open Settings → Connections → New.
  2. Select Salesforce.
  3. Enter a name and schema.
  4. Click Authenticate.
  5. You will be redirected to Salesforce to grant Mora access. Sign in and approve.
  6. After approval, you are returned to Mora and the sync begins.

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What gets synced

Salesforce objects, accounts, contacts, opportunities, leads, and more, are synced as tables in your specified schema. The exact set depends on what’s available in your Salesforce instance.