by jaredsimpson@looselycanon.com | Jun 24, 2023 | Salesforce Integration
In today’s fast-paced sales environment, having a clear and effective sales strategy is crucial to staying ahead of the game. A well-structured Sales Cadence can be the roadmap your team needs to manage their outreach and ultimately, drive conversions. One...
by jaredsimpson@looselycanon.com | May 20, 2023 | Salesforce Integration
Security Security is a number one priority for Canon Connect. Since Canon Connect and Salesforce speak through an integration, we had to take many precautions to ensure the integrity of this security. The following is a break down of how we secure your solution. Canon...
by jaredsimpson@looselycanon.com | Apr 13, 2023 | Salesforce Integration
This will allow Canon Connect to send data into Salesforce. Creating the Connected App 1. Enter App Manager into Quick Find of the Setup 2. Select "New Connected App" 3. Enter the Following On this Part of the Page 4. Scroll Down and Ensure the Same Settings...
by jaredsimpson@looselycanon.com | Apr 13, 2023 | Salesforce Integration
1. Go to Named Credentials | Salesforce 2. Click on New 3. Set The Label and Name Label = Connect Login Name = Connect_Login 4. Click on highlight 5. Click on highlight 6. Click on highlight 7. Select Authentication Protocol Choose Custom 8. Click on Save 9. Create a...