Setting up the Salesforce Connection

To enable the connection, you need provide your user name and password. This information will be stored securely on our servers for use in accessing your reports.


  1. Go to Settings > Integrations > Partner Tools.
  2. Click on the Salesforce box.
  3. Click Options.
  4. Click the Edit Salesforce Login Info link.
  5. Enter your Salesforce user name and password in the Username and Password text boxes.
  6. Click Save.