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. -
User Guides & Tutorials
For additional insight on built-in Mesa Connectors, How-to articles on everything related to Mesa as well as technical documentation, be sure to visit the knowledge base where you can all the in-depth learnings you'll need to build any automation. Visit our Knowledge Base →
Questions?
Automation experts are just a click away →
Our California-based, customer success team is happy to help you every step of the way. Whether you need help adding one of our free workflow templates or need a partner to build a custom integration to your Shopify store. Our goal is to help you be successful.
- “Great app for streamlining processes. The support team were incredibly helpful in assisting with implementation.”
- The Pedla
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- “The customer support team is UNREAL. Answered my questions in a timely manner and went so above and beyond to help me.”
- Primally Pure
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- “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
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- Salesforce
- CRM
Salesforce is a leading customer relationship manager (CRM) platform that brings your sales, marketing, commerce, and IT teams together
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