How to integrate Salesforce Soap with CallHippo?
Log in to your salesforce soap account.
Now click on your profile icon on the top right corner and click on settings.
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Now click on Security Token tab and click on reset my security token.
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Now you have received a new security token in your email account. Note that down.
Now log in to your callhippo account and go to the integrations tab.
Click on +integrate button of Salesforce Soap.
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Now you will be redirected to another page. Click on +connect your Salesforce Soap.
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Now enter the details -
Username- Enter username or email address of salesforce account.
Password - Enter the password of your salesforce soap account.
Security Token - The security you got in your email inbox.
Instance - Choose your instance type - Production or Sandbox as suitable.
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Now click on save. It should say Datasource is linked.
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Click on okay. And click on next
You should now be redirected to callhippo account and your status would be changed to Integrated.
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Now click on your profile icon on the top right corner and click on settings.
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Now click on Security Token tab and click on reset my security token.
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Now you have received a new security token in your email account. Note that down.
Now log in to your callhippo account and go to the integrations tab.
Click on +integrate button of Salesforce Soap.
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Now you will be redirected to another page. Click on +connect your Salesforce Soap.
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Now enter the details -
Username- Enter username or email address of salesforce account.
Password - Enter the password of your salesforce soap account.
Security Token - The security you got in your email inbox.
Instance - Choose your instance type - Production or Sandbox as suitable.
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Now click on save. It should say Datasource is linked.
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Click on okay. And click on next
You should now be redirected to callhippo account and your status would be changed to Integrated.
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Updated on: 11/04/2022