Connecting and disconnecting your Salesforce app¶

This article describes how to connect your Salesforce app for Coro protection.

Prerequisites¶

Before you begin, make sure you have the following prerequisites:

• Salesforce API access must be enabled
• Full administrator access for your Salesforce account

Connecting to Coro¶

To connect Salesforce to Coro protection:

1. Log into the Coro console.

2. Navigate to Control Panel > Cloud applications:

   

3. On the Cloud applications page, select CONNECT adjacent to the Salesforce logo, or use the + CONNECT button at the top:

   

   Note

   If you have no connected apps, Coro shows a banner page instead:

   

   In this scenario, select CONNECT CLOUD APPS or + CONNECT to start the process. Then, select Salesforce from the app selection pop-up that follows.

4. Select CONNECT, once the Connect to Salesforce dialog is displayed.

   

5. Enter your Salesforce username and password on the Salesforce login portal, and select Login.

   

6. Select Allow in order to grant Coro permission to your Salesforce account:

   

Salesforce is now connected to Coro and shown as Connected:

Disconnecting your Salesforce account¶

To disconnect Salesforce from Coro protection:

1. Log into the Coro console and navigate to Control Panel > Cloud applications.

2. Select DISCONNECT adjacent to the Salesforce logo.

3. Select YES, DISCONNECT, once a confirmation dialog is displayed.

Salesforce is now disconnected from Coro protection.