How to update your Salesforce integration?

Modified on Tue, 07 Mar 2023 at 04:57 PM

Overview 

The update button is an important part of using Selligence's Salesforce integration. After an update is released, clicking the update button ensures that you are using the latest version of the software, which includes new features and bug fixes to improve performance and quality. 


By clicking the refresh button, you can ensure that you are getting the most out of the Selligence-Salesforce integration and take full advantage of its capabilities. This helps to keep the software running smoothly and increase your productivity.



Steps to take

When you see the notification please don't ignore it, failing to update the integration can lead to the inability to export to Salesforce for you and your team. When you see the notification click the update button and the following page will load: 


Make sure your popup blocker allows popups from selligence.com otherwise you might not see the Salesforce popup



Click Next from here then finish, the popup will close and a success message will show on the home page when complete, it can take a few seconds to completely update.

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