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Salesforce Integration

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  • Salesforce Integration Overview
  • SendSafely Salesforce Integration Setup Checklist
  • Installing the SendSafely Agent App for Salesforce
  • Installing the Dropzone Connector for Salesforce (AWS Lambda)
  • Installing the Dropzone Connector for Salesforce (GCP)
  • Installing the Dropzone Connector for Salesforce (Microsoft Azure)
  • Installing the Dropzone Connector for Salesforce (Google Apps Script) [Legacy]
  • Creating a Connected App for the Dropzone Connector
  • Installing the SendSafely Dropzone Widget for Salesforce
  • Installing the SendSafely Dropzone Widget on a Salesforce Community / Experience Cloud Site [Legacy]

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