How to connect Salesforce to ARIQ
Use this guide when an agency connects a client's Salesforce account, or when a business connects its own Salesforce account. The connection is saved on the open project.
Salesforce OAuthWho connects Salesforce
The connection is saved on one project. An agency connects each client from that client's project. A business connecting its own account uses its own project. Both follow the same Connect button.
Sign in to ARIQ with your agency user. Open the client project, then connect that client's Salesforce account. The client does not need an ARIQ login. Use the Salesforce login that can already see that client's data.
Sign in to ARIQ, open your project, and connect the Salesforce account this business already uses. You approve access with that same account.
Connect it inside ARIQ
- 1Sign in to ARIQ.
- 2Open the project this account belongs to. Switch projects from the left sidebar if you manage more than one client.
- 3Open Salesforce from the workspace tabs, or go straight to the Salesforce page.
- 4Click Connect, then Sign in with Salesforce. ARIQ sends you to Salesforce. Sign in with the account that can see this client's data and allow access. You do not paste a password into ARIQ.
- 5Stay on that project and sync. The page shows live numbers only after this account is connected. Another client's project stays empty until you connect it there too.
On Salesforce, before you click Connect
Do this in the Salesforce account that belongs to the client, or in your own account if this project is your business. Then come back to ARIQ and click Connect.
Use a user with API access
Salesforce loginThe Salesforce user needs API Enabled and read access to leads and opportunities.
Connect Salesforce
On the Salesforce page, choose Connect and approve the org login.
Sync the org
After login, sync pipeline and lead records into the Salesforce dashboard.
What shows up after the account is connected
Read leads, accounts, and opportunities from a Salesforce org.