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Connect Salesforce Anywhere with Salesforce

Learning Objectives

After completing this unit, you’ll be able to:

  • Understand the permissions and settings necessary to connect Salesforce Anywhere and Salesforce.
  • Connect Salesforce Anywhere and Salesforce.

Integrate Salesforce Anywhere for Customer 360 with Salesforce Lightning

Salesforce Anywhere for Customer 360 brings all the functionality of Salesforce Anywhere into Salesforce so your team can collaborate within your Salesforce instance. You no longer have to manually update each record since account executives (AEs) can connect documents directly to contact records. Plus, standardized templates and process workflows ensure everyone on your team uses the same resources. Your customers now get the same high-touch sales experience across your organization.

Ready to get started syncing up your Salesforce Anywhere and Salesforce via Salesforce Anywhere for Customer 360? Follow the steps below.  

Note

Note

This process takes about 20 minutes for a Salesforce admin to complete. These instructions are to be used for both Salesforce Production and Salesforce Sandbox orgs. 

A young man, a Salesforce admin, smiles and holds a clipboard with three checkboxes. He has a pen in one hand and is in the process of checking boxes off his checklist.

Part 1: What You Need

Before getting started, make sure you have verified the following.

Note

Note

If you are a paying Salesforce Anywhere Starter or Salesforce Anywhere Enterprise customer or are not a Salesforce Anywhere admin, contact your Salesforce Anywhere or Salesforce rep, or submit a ticket to Salesforce Anywhere Support.

Part 2: Connect Salesforce Anywhere and Salesforce

Once you’ve verified the previous, congratulations! You are ready to make the connection between Salesforce Anywhere and your Salesforce instance. 

Salesforce and Quip clouds both

1. Navigate to waffle icon. Then, click Sales or Service as appropriate. 

Screen view of App Launcher.

2. Click the gear iconthen select Setup

Screen view of selecting Setup from dropdown.

3. Enter Salesforce Anywhere in the search bar and select it from the dropdown. 

Screen view of selecting Quip option.

4. Complete the steps outlined in the Setup menu.   Screen view of Setup menu steps.

Before moving on to the next step, make sure you have a green checkmark for this section, showing you’ve completed all the steps. ✅

Screen view of checkbox.

4a. Click Connect Salesforce Anywhere

Enter your Salesforce Anywhere site subdomain, or use your Salesforce Anywhere Client ID and Client Secret. (Only someone who is both a Salesforce Anywhere and Salesforce admin can complete the connection.) 

Tip: You can find your Salesforce Anywhere Client ID and Client Secret in the Salesforce Anywhere Admin Console. Go to Settings | Integrations to view your Salesforce API Key. 

Screen view of popup: Confirm your subdomain.

4b. Create an external data source to connect your Salesforce Anywhere content to Salesforce. This also turns on global search. 

Screen view of New External Data Source page.

To save setup time, a Salesforce Anywhere external data source is automatically created for you. You can also manually create an external data source in Setup if you prefer.

4c. Give your team access to Salesforce Anywhere by assigning permissions. 

Click Set Permissions then move the permission sets you want Salesforce Anywhere to access to the right. Click Save

Screen view of Set Permissions popup window.

4d. Assign an external data source to your permission set. Install the Connected App to let Salesforce Anywhere share data with Salesforce. Click Get Connected App and follow the guided installation steps. 

Next, configure the External Data Source to turn on Global Search. Click Go To External Data Source and click Validate and Sync on the External Data Source page. 

Screen view of synced New External Data Source page.

Great work! 

You’ve set up the framework for Salesforce Anywhere and Salesforce to share data. All you need to do now is add the components or the different tools and mini “modules” to use inside Salesforce Anywhere for Customer 360 to streamline your team’s processes. You’re so close! 

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