Add Tenant

All of the settings that pertain to synchronizing your Sitecore server with your Salesforce account are grouped under an item called a tenant.

You must create a tenant in order to configure a connection to your Salesforce account.

  1. In Sitecore, open Content Editor.

  2. Navigate to sitecore > system > Data Exchange.

  3. Add the following item:

    Template Data Exchange Tenant for Salesforce
    Name mysf


    The name you choose for your tenant is used to identify data read from Salesforce. You can change this value later.