Salesforce

Category: CRM · Auth: OAuth

Connect from Integrations → Salesforce. You need:

• Aetrix Salesforce connected app configured by your admin
• After connect, the instance URL (e.g. https://yourorg.my.salesforce.com) if prompted

Aetrix upserts Leads, can write tasks, and can create opportunities when Create deal is on (stage name required).

Sandbox vs production is chosen by the Aetrix app’s login domain (login.salesforce.com vs test.salesforce.com).