To create a proper channel between Scrive and Salesforce (ascendant/descendant), each user must send their credentials to Scrive as follows:
- Click the Scrive Configuration tab:
- Under LET SALESFORCE LOGIN TO SCRIVE, click Authorize Salesforce against Scrive:
You come to the Scrive privileges page:
- Enter your Scrive account credentials, and then click Log in and grant privileges:
- Click Grant privileges.
- Under LET SCRIVE LOGIN TO SALESFORCE, click Grant Scrive permissions to login to Salesforce:
- Click Allow.