How to install the ScheduleOnce connector for Salesforce

The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules.

Installation is a three step process. In this article, you will learn about the first step: installing the ScheduleOnce connector package in Salesforce.  The ScheduleOnce connector for Salesforce is installed directly from ScheduleOnce.

Requirements

To install the connector from ScheduleOnce, you must:

Installing the ScheduleOnce connector for Salesforce

  1. Go to Setup in the top navigation bar.
  2. Open the left sidebar and select Integrations ->CRM Integration.
  3. In the Salesforce box, click the Setup button (Figure 1).
    Figure 1: Set up API Connection in ScheduleOnce
  4. On the Installation tab, click the Install connector button (Figure 2).
    Figure 2: Install connector
  5. Sign in to Salesforce.
  6. On the Salesforce Install Package landing page, select Install for All Users and then click the Install button (Figure 3).
    Figure 3: Install for All Users
  7. Once installation is complete, click the Done button.
  8. Return to ScheduleOnce and reload the page, then go back to the Installation tab. You will see that the connector is now installed (Figure 4).
    Figure 4: Connector installed

NoteAfter the connector is installed, it can take up to 10 minutes before Connector installed is shown on the Installation tab.

That's it! You've completed Step 1 of the Installation process. Now you can proceed to Step 2, which is described in the How to assign the ScheduleOnce permission set to the Salesforce API User article.

Was this article helpful?
Thank you for your feedback!