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Salesforce Help

  • Get Started with Salesforce on Mesa

    Mesa already has some templates for Salesforce that you can use. If you are using an existing Salesforce template, it is highly recommended to view the setup instructions. You can connect your Salesforce account to Mesa by creating a Credential. Credentials store important information and helps with authenticating services to Mesa.

    Salesforce on Mesa

    Depending on what needs to be gathered for Salesforce, you will need to obtain the necessary information for your workflow to pass along. You will need to enter a Client ID, Client Secret, Authorization URL, and Token URL.

  • Knowledge Base Articles

    For additional help using Mesa's built-in apps, how-to tutorials and technical documentation, be sure to visit our Knowledge Base where you find can all the in-depth learnings needed to build any automation.

“Great app for streamlining processes. The support team were incredibly helpful in assisting with implementation.”
The Pedla
5-star Rating
“The customer support team is UNREAL. Answered my questions in a timely manner and went so above and beyond to help me.”
Primally Pure
5-star Rating
“Mesa helped me automate tasks that take us a LOT of time. Now, we can focus on more important things for scaling the business.”
Club de Brodeuses
5-star Rating
Automation Experts Team