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.
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