How to Setup the Salesforce CRM Integrator: Revision history

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12 June 2026

  • curprev 11:5611:56, 12 June 2026‎ ERyter talk contribs‎ 2,200 bytes +2,200‎ Created page with "'''Please Note''': To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the Nova Portal. '''User/Agent Identity:''' The Nova Portal uses email addresses through the integrator to Salesforce for identification. If there's no email address on the Nova Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator. Go to Step 7 to see how to input the exte..." Tag: Visual edit
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