In order to integrate with AppEQ with Salesforce, the System Admin who is setting up the AppEQ data integration should have enabled the API Access as part of Salesforce setup.
If you're a system administrator, you can easily verify or enable this setting for your users. Here's how:
Navigate to Salesforce Setup: Look for the "Setup" menu within Salesforce.
Search for User Profiles: In the top search bar, type "Profiles" and click on the matching option that appears below.
Select the Relevant User Profile: Find the specific profile that applies to the user who needs the connection.
Enable API Access: Scroll down to the "Administrative Permissions" section and locate the option labeled "API Enabled." Make sure this box is checked.
If you're not a system administrator, don't worry! Simply reach out to your admin team, and they can handle these administrative permissions steps for you.
Steps to enable API access / permission in Salesforce
Below 4 steps will enable apps to talk with your Salesforce instance through the API Interface.
Step 1 - Got to Salesforce Admin Setup
(scroll down to administrative permissions and check the api enabled box)
Step 2 - Go to Administration -->
Profiles and Choose the right profile to enable the API Access
Step 3 - Go to System Permissions
Step 4 - Search for API Enable and check the box & Save it
Once done, your Salesforce instance is enabled for the API Access for that Profile.
Are you a Customer Success Manager or Account Manager leveraging Salesforce to manage customer relationships?
In today's competitive landscape, revenue leaders are increasingly looking at Salesforce for its potential to empower post-sales teams. While Salesforce excels in managing the sales cycle, integrating it with purpose-built customer success tools can unlock a new level of efficiency and functionality.
This is where AppEQ steps in. We offer a lightweight plugin that seamlessly integrates with your existing Salesforce instance. Forget the hassle and expense of implementing a separate platform – AppEQ empowers you to leverage the familiarity of Salesforce while adding powerful customer success features.
Here's how AppEQ enhances your Salesforce experience:
Faster Time to Value: Our lightweight plugin offers a rapid integration process, allowing you to activate the power of AppEQ within your existing Salesforce workflows quickly.
Seamless Data Flow: AppEQ seamlessly synchronizes data between your CRM and our platform, ensuring a unified view of your customer health and success metrics.
Enhanced Functionality: Empower your team with AppEQ's advanced features designed specifically for customer success, such as automated health scores, churn risk prediction, and personalized engagement tools.
By integrating AppEQ with Salesforce, you can:
Proactively identify at-risk customers and take action to prevent churn.
Drive higher customer satisfaction through personalized communication and proactive support.
Streamline workflows and improve team efficiency.
Gain deeper customer insights to inform strategic decision-making.
Ready to unlock the full potential of Salesforce for your post-sales team?