Add Salesforce API User To Formyoula

In this guide, we will explain how to set up an Organisation-wide Salesforce API User that will help resolve common errors with Salesforce record creation and updates.

This only needs to be updated once by the Administrator.

Please go to the Formyoula setup page.

https://app.formyoula.com/setup/account

Enable "Salesforce API User" under the Organisation details by clicking the "Update" button.

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For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂