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Salesforce Integration (Legacy)
Salesforce Integration (Legacy)
Find out how to integrate the mOs with your own Salesforce account!
Installation (Steps 1-8)
Overview of the mOS/Salesforce Integration
1. mOS Installation Steps
2. Grant User Access to mOS Package
3. Get the API mOS Credentials
4. Configure Field Mapping/Custom Metadata (Optional)
5. mOS Settings
6. Integration Logs
7. Synch to the mOS button
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Troubleshooting
Salesforce Troubleshooting FAQs