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Connect the
Salesforce
app to your
Workspaces
server

You 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.
  1. Log in to your
    Salesforce
    account.
  2. In the
    Salesforce
    tabs menu, click the
    +
    button.
  3. Click the
    Workspaces Settings
    link.
  4. Enter the URL for the
    Workspaces
    server your organization uses. For example,
    https://server.example.net
  5. Click
    Connect to Workspaces
    .
  6. Using an account with administrator permissions, log in to your
    Workspaces
    server. You may need to allow pop-ups to display the new browser window.
  7. When the page refreshes and shows that authorization is complete, click
    Close
    .