Salesforce Prefill Integration

Support
1

I am trying to test the Salesforce prefill integration. In the demo video (Prefill fields from Salesforce - Feathery Docs) it is stated that Feathery will automatically detect and populate the token in the header when you set up Salesforce on the integration tab.

I went to set up Salesforce in the integration tab and it has you select a trigger and an action… how do I set up the integration without triggering anything?

Thanks!

2

Hi Zach, once you’re actually upgraded, you’ll be able to authorize your salesforce account without needing to specify an action for triggering stuff!