SafeBase

Step-by-step guide to install or the Trust Center Salesforce (SFDC) integration

Integration - Salesforce - Installation / Migration Guide

This article covers how to configure our Salesforce (SFDC) integration for access request auto-approval and the activity sync feature.

Integration - Salesforce - Auto-Approve, NDA-Bypass, & Activity Sync

This guide is for customers that would like to use the "Add to SafeBase" button component in Salesforce (SFDC)

Integration - Salesforce - "Add to SafeBase Button" Component

Walkthrough for connecting the SafeBase platform to a Salesforce (SFDC) environment

Integration - Salesforce - Connect with SafeBase

This article describes how to reauthenticate the Salesforce (SFDC) integration in the case that it breaks

Integration - Salesforce - Re-authentication

Matt Szczurek

Harrison Krat

Salesforce

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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