Salesforce Help
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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.
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.
“Amazing service! They went out of their way to adjust the workflow to my needs.”
Eyeleos
“Highly recommend Mesa if you need automated workflows.”
Bromane
“The customer service team is awesome and helped us set that up, free of charge. Great folks, great product!”
Go Camp Pro
“Mesa has been amazing and the customer service incredible!”
Charleston Tea Garden
“Mesa is an incredible tool for automating various workflows and streamlining your business.”
The Bride Box
“The team is responsive, the functionality is comprehensive, and it is making a huge difference for our business.”
Campervan HQ
“We had a PHENOMENAL experience with the Mesa team, who tirelessly helped us adjust several of the Mesa templates to meet our needs.”
PBLWorks Store
“The app is great to automate Shopify and Google sheets.”
English Geniuses
“This app is a must for anyone wanting to automate using outside programs. It's like magic. Also, the customer service has been top notch.”
Luxe Auto Concepts
“Game changer. We have several Shopify stores and Mesa's powerful automation frees us from monitoring the order statuses all the time.”
Kana Lifestyle
“Mesa customer support was amazing. They helped me get the automation up and running in a few hours. Thank you Mesa for saving us time and money!”
STONE AND STRAND
“Mesa is great and the support matches that. I'm no developer, but their team is quick to jump in and answer any questions that I have. I can't recommend them enough!”
Puzzery
“Very good app and support team. They always find a way to make it work for us.”
Ace Golf Cart
“Easy to set up flows and if you don't know exactly how their customer service is unbelievable. They reply within minutes and provide real solutions. 5-Star App for sure!”
Nutrition Faktory
“Mesa is a powerful app that can do a LOT of thing. What sets the app apart is the level of service we received from their team.”
EVELO
“This app solves our exact need. Moreover, can't say enough great things about team! Never worked with a better support team! 6 stars”
Gladskin
“I can't say enough good about Mesa and their support staff in helping us get up and running with some super-efficient workflows to help us streamline and automate processes.”
SANEStore
“The support team is incredible! They always worked hard to come up with solutions for the problems we were trying to solve through Mesa.”
StyleMeGHD
“This is an exceptional app with a stellar customer support team.”
The Bride Box
“Mesa has been such a time saver and so easy to use!”
Charleston Tea Garden