Connect Salesforce to Meet Alfred

00:00Hi, I'm Alfred, and I'm going to show you how to connect Salesforce to Meet Alfred. To integrate, we need to

00:07click the Connect button. Over here, we can see a brief set of instructions explaining how to connect it. We can browse through this guide, which provides step-by-step instructions

00:24along with detailed screenshots and the sequence of actions required to connect Salesforce. Now, in this video, I'll demonstrate how it should be done.

00:38First, we need to paste the Salesforce URL, which can be copied from your user profile in your Salesforce organization.

00:48Once it is copied, we paste it here, click Install, and at this point, we are redirected to the installation package page.

00:55We need to provide the password here, which can be found in the Integration tab. Once that is done, we acknowledge the installation, click Install, and wait for the

01:08process to complete. Once it is finished, we'll see the Alfred application in the list of installed packages.

01:25This indicates that the user can now connect their Salesforce organization. We go back to the setup. If you choose to connect a sandbox testing

01:35environment, you'll find a toggle here that we simply need to enable. The difference is that once it is enabled, clicking the Sign in with Salesforce

01:42button will redirect the user to test.salesforce.com. If it is not enabled, we'll be taken to login.salesforce.com. If the user is already signed into the organization in the same browser, we won't

02:05have to enter the credentials. It will log the user in automatically. So that is how it is done. We click Sign in, and we are redirected back to the Meet Alfred

02:20application with the Salesforce account signed in and connected. I'm Alfred. I look forward to helping you again.