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. 1.
    In Blissfully navigate to Integrations -> Salesforce
  2. 2.
    Click "+ Integrate". You’ll be redirected to Salesforce’s app installation process, which is a secure O-Auth flow.
  3. 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. 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.
If you are automatically redirected back to Blissfully after clicking on Begin authentication on Step 2, Salesforce may have blocked our application. You can find documentation on how to unblock on Salesforce help.

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 [email protected] or contact us through our in-app chat functionality.
Last modified 14d ago