Integration Rafiki with Salesforce is done by the Salesforce admin for the entire organization.

Details of the Sales integration can be found in the Rafiki Listing in AppExchange.

  1. From the Settings page, go to Integrations > CRM, and select Salesforce.

  2. Click Add Integration.

  3. Follow the instructions: sign in to your Salesforce account, and authorize access to Rafiki.

  4. Note: You must be the Salesforce administrator for your company to connect Rafiki to Salesforce. Only one Salesforce account per company is supported

  5. When you connect to Salesforce, we install a Rafiki for Salesforce app instance in your Salesforce account, and ask for the following permissions:

  • Access your basic information

  • Access and manage your data

  • Provide access to your data via the Web

  • Access and manage your Chatter data

  • Provide access to custom applications

  • Allow access to your unique identifier

  • Access custom permissions

  • Access and manage your Wave data

  • Access and manage your Eclair data

  • Manage hub connections

  • Access Pardot services

  • Perform requests on your behalf at any time

Click on Authorize to complete the integration.

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