We do not modify any existing Salesforce data. Also, other users will not be able to access Salesforce using the administrator's credentials. This solely links KnowledgeTree to Salesforce.
*Note - if the Salesforce Administrator account used to connect KnowledgeTree to Salesforce is disabled or has a password change, the connection to KnowledgeTree will require updating.
Connecting to Salesforce via OAuth
A Salesforce Administrator should connect to Salesforce via OAuth by going to https://manager.knowledgetree.com.
They should check that they have these permissions.
- Begin by clicking the "Connect Now" button.
- If you're not already logged in to Salesforce, you'll be presented with a Salesforce login page. Enter your User Name and Password and click "Log in to Salesforce".
- You'll be presented with an OAuth window asking you to allow KnowledgeTree to connect to Salesforce. This window will describe what access KnowledgeTree is requesting of your Salesforce account. Click "Allow".
- You have now connected your KnowledgeTree account to your Salesforce account.