July 1, 2024
Integrating Make.com with Salesforce can significantly streamline your business processes by automating workflows between the two platforms. Make.com, formerly known as Integromat, is a powerful automation tool that connects your apps and services to move and transform data as needed. Here's a step-by-step guide on how to connect Make.com to Salesforce.
If you don't already have an account, visit the Make.com website and sign up. You can start with a free account which provides limited operations per month or choose a subscription that suits your business needs.
To connect Make.com to Salesforce, you'll need your Salesforce credentials, including your username, password, and a security token. To get the security token, login to your Salesforce account, navigate to 'Settings', then search for 'Reset My Security Token'. Click the button, and Salesforce will send the token to your email associated with your Salesforce account.
Log in to your Make.com account and on the dashboard, click on 'Create a new scenario'. In the new scenario, you can search for and select Salesforce as the service you want to connect to. When you add a Salesforce module to your scenario, Make.com will prompt you to enter your credentials.
In the 'Create a connection' dialog box, input your Salesforce username, password, and the security token sent to your email. Ensure that you select the correct instance of Salesforce if you're using a custom domain. Once the information is in place, hit 'Continue' to establish the connection.
With Salesforce now connected, you can start creating automation scenarios in Make.com. Choose the triggers and actions: your trigger could be a new record in Salesforce, and the corresponding action could be any task you want to automate in other apps connected to Make.com. Configure each module with the necessary details, specific record types, or custom queries as needed.
Before activating the scenario, test it to make sure it works as intended. Make.com provides a 'Run once' button that allows you to execute the scenario using sample data. If everything works smoothly, you can 'Save' the scenario and then choose to activate it, so it will run automatically according to your settings.
After your scenario is active, monitor the operations through the Make.com dashboard to ensure smooth automation. Check the logs occasionally to confirm that the data is moving correctly between Salesforce and other applications.
By following these steps, you have now successfully connected Make.com to Salesforce. You can now enjoy the enhanced capabilities the integration provides, potentially leading to more efficiency, accurate data synchronization, and improved productivity in your workflow automation.
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