Sign in to the
Workspaces
for
Salesforce
app

Your administrator must configure the

Workspaces

for

Salesforce

app and grant you permission to use it.

Workspaces

can be configured for a

Salesforce

lead, account, contact, opportunity, or case record.

You must have a

Workspaces

account on your organization's

Workspaces

server.

Salesforce

account.

On the

Salesforce

menu bar, click one of the following:

Leads

Accounts

Contacts

Cases

Opportunities

Find and click a record.

In the

Workspaces

component, click

Connect to Workspaces

A pop-up window appears.

If necessary, click

Create account

and follow the instructions to create a

Workspaces

account on your organization's

Workspaces

server. You must have a

Workspaces

account on your organization's

Workspaces

server.

Enter the email address and password for your

Workspaces

account.

Click