To link Salesforce to mOS, you will need to log in to mOS and obtain your unique username and password. Then, you can enter these credentials into Salesforce to complete the linking process.
To do this follow these steps:
- Log into mOS at https://mos.meddicc.com/
- Navigate to My Organization then Settings and find your Login and Password for the Salesforce integration.
- Login into your Salesforce account, click on the gear icon. Select Setup and start typing "Named credential" in the Quick Find Box.
Once it appears, click on it and select mOS Credentials. Then, enter your username, password, and API key into the corresponding fields.
Once this is done, click Save.
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