Logging on as an end-user to view a map
When viewing a map that is using data from Salesforce, users will need to provide their Salesforce user credentials:
The Username and Password are the same credentials as used when logging onto Salesforce:
Retrieving your Security Token
Logging into Salesforce via Mapsimise requires your Salesforce Security Token. Follow these steps to reset your token if you don’t have one:
1. Log into Salesforce
2. Click your user avatar in the top-right of the screen, then click Settings:
3. Click “Reset My Security Token” in the left-hand menu, then click the “Reset Security Token” button:
4. Your security token will be sent to the email address associated with your Salesforce account.
Setting up the Salesforce Connector
When first setting up your Salesforce connector, you will be prompted for the following information:
Email Address/Password: Use the same credentials that you use to log in to Salesforce.
Security Token: You must retrieve your security token by logging into Salesforce. Please follow the steps above to retrieve your security token.
Note: You should always connect using a Salesforce user account with enough privileges to perform the actions you require. For example, if you wish to map and geocode Accounts, your Salesforce user should have read and write access to the Accounts object.