Connecting Salesforce

Connect Orbital to your Salesforce and keep your CRM in sync.

Step 1: Login to your Orbital Account

Step 2: Click on the arrows near your name on the bottom left of the screen and then open Settings

Step 3: Go to Integrations and click on Connect in the Salesforce option

Step 4: Give your integration a Name (eg: Orbital sync) and click Continue

Step 5: Login to your Salesforce account and click Allow for the permission requests that pop-up

Your Salesforce is now connected to Orbital. Read Overview: Bidirectional CRM Sync for next steps.