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.  

Part 1: What You Need

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

• You are a Salesforce admin for your instance.
• You have a Salesforce Anywhere for Customer 360 license or are on a Salesforce Anywhere for Customer 360 Trial.
• You are a Salesforce Anywhere admin (if your Salesforce Anywhere Site already exists). If you can see the Salesforce Anywhere Admin Console, you are a Salesforce Anywhere Admin.

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. 

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

2. Click then select Setup. 

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

4. Complete the steps outlined in the Setup menu.   

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

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. 

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

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. 

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. 

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! 

Resources

• Salesforce Anywhere: Salesforce Anywhere for Salesforce Setup Instructions (Includes Optional Customizations)
• Salesforce Anywhere: Salesforce Anywhere & Salesforce Integration Summary
• Salesforce Anywhere: Assigning Permission Sets