3. Get the API mOS Credentials

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:

  1. Log into mOS at https://mos.meddicc.com/
    Install SF Get API

  2. Navigate to My Organization then Settings and find your Login and Password for the Salesforce integration. 
    Install SF Get API 3

  3. Login into your Salesforce account, click on the gear icon. Select Setup and start typing "Named credential" in the Quick Find Box.
    How to create the named credential in Salesforce lightning

    Once it appears, click on it and select mOS Credentials. Then, enter your username, password, and API key into the corresponding fields. 
    Install SF Get API 5

    Once this is done, click Save.

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2. Grant User Access to mOS Package                 4. Configure Field Mapping (Optional)