Connect the Salesforce app to your Workspaces server
Salesforce
app to your Workspaces
serverYou must connect the
Workspaces
for Salesforce
app to the Workspaces
server that you
want your organization's Salesforce
users to store files on.Verify that the
Workspaces
server that you want to connect to is running version 4.9.3 or
later. The server must also have OAuth configured. Contact your Workspaces
technical account
manager for help with the configuration process.- Log in to yourSalesforceaccount.
- In theSalesforcetabs menu, click the+button.
- Click theWorkspaces Settingslink.
- Enter the URL for theWorkspacesserver your organization uses. For example,https://server.example.net
- ClickConnect to Workspaces.
- Using an account with administrator permissions, log in to yourWorkspacesserver. You may need to allow pop-ups to display the new browser window.
- When the page refreshes and shows that authorization is complete, clickClose.