- The mandatory step: Installation and setup of Zenskar’s Salesforce package.
- Further, you may choose to:
- use the default Flow or
- create your own Flow to suit your workflow.
Salesforce
Salesforce integration guide
This guide provides instructions for integrating your Salesforce account with your Zenskar account, including prerequisites, steps for connecting the accounts, and details on object mapping between Zenskar and Salesforce.
The following steps will help you integrate your Zenskar and Salesforce accounts: