Salesforce

Integrate Salesforce to automatically manage Salesforce user licenses in your organization.

Installation

Integrating Blissfully is a straightforward process. Before you begin, please ensure you are a Salesforce administrator.

  1. In Blissfully navigate to Integrations -> Salesforce

  2. Click "+ Integrate". You’ll be redirected to Salesforce’s app installation process, which is a secure O-Auth flow.

  3. As part of Salesforce's authorization flow, you’ll be asked to grant the Blissfully integration several permissions. Please take a moment to review these, and accept.

  4. You’ll be re-directed back to Blissfully, and the integration will be connected!

Data will begin syncing, and should be available in 15 minutes or so.

Un-installation

There are two ways you can disconnect Blissfully from Salesforce.

  • You can visit the Salesforce integration page in Blissfully, and choose “Disconnect” and Blissfully will no longer synchronize data from Salesforce.

  • Alternatively, you can fundamentally revoke Blissfully’s access by visiting Salesforce's settings and toggling Blissfully off.

Support

As always, please email support@blissfully.com or contact us through our in-app chat functionality.