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Connecting and syncing Salesforce Orgs
Connecting and syncing Salesforce Orgs

This guide describes how to install and configure the sync of the Salesforce Org

Adrian King avatarJim Martin avatarKsawery Lisinski avatar
By Adrian and 2 others3 authors16 articles

Org connection basics


Salesforce Permissions Required to run the Sync
Salesforce Session Settings and login IP ranges and their impact on Elements connection
Using a Namespace in your Salesforce Org
Setting Up a Salesforce Integration User for Elements Sync

Connecting and syncing the 1st Org


Connecting and syncing Salesforce Orgs
Sync failure: troubleshooting
Installing the managed package & connecting to the Elements space
How to set up the Data Population fetch with the Elements managed package
Setting up the Profile metadata batch job
Opening Salesforce Setup in Lightning vs. Classic
Elements Chrome Extension

Syncing additional Orgs


Adding and managing multiple Salesforce implementations
Refreshing the Org connection authentication token

Giving access to other users


Invite users to access Org Model or Ref Model
Auto-login flow between Salesforce and Elements
Salesforce Single Sign On (SSO)
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