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Connecting to Salesforce [Classic]

In this article, you'll learn how to connect OnceHub to your Salesforce account. This 

Each OnceHub user connects to their personal Salesforce account. If you're a OnceHub Administrator, you can also set up the connector after connecting to your Salesforce account. You do not need an assigned product license to install and update Salesforce account settings. Learn more - Common use cases for users without a license.

Connecting to Salesforce

  1. Click the gear icon located in the top-right corner of the page.
  2. Select Account Integrations from the dropdown menu.
  3. Filter for CRM.
  4. Click on the Salesforce (For Booking Pages) tile.
  5. Click on the tile for Booking Pages and Master Pages.
  6. In the Salesforce box, click the Setup button.
  7. You will be redirected to the Salesforce sign-in page and asked to enter your Username and password. Once you enter your credentials, OnceHub will establish the connection to Salesforce and you will be redirected to the CRM integration page.
  8. On the CRM integration page, you can see that you are connected to your Salesforce account.

Congratulations! You can now enjoy the full benefits of Salesforce integration. Next, you should configure the Salesforce connector settings for Booking pages you own.

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