Salesforce

Learn how to install Exalate Classic on Salesforce from AppExchange, generate security tokens, and configure permissions for your team.

Learn how to set up a Salesforce connection in Script Mode with Exalate Classic. Follow our step-by-step guide to initiate and configure your integration today.

Learn how to accept a connection invitation in Exalate's Classic Script Mode from Salesforce. Follow simple steps to set up your integration quickly.

Set up a Basic mode connection in Exalate Classic from ServiceNow. Follow step-by-step instructions for admins and non-admins to sync cases efficiently.

Initiate a private Basic Mode connection from Salesforce in Exalate Classic. Use "I don't have a URL" to connect to a private network instance, copy the invitation code, and send it to your partner.

Learn how to manually synchronize Salesforce entities using the Exalate button. Follow our step-by-step guide to connect and create new instances effortlessly in Exalate Classic.

Set up a local Script Mode connection between two Salesforce projects in the same instance using Exalate Classic. Enter your own instance URL as the destination to keep sync within a single Salesforce org.

Set up a local Basic Mode connection between two Salesforce projects in the same org using Exalate Classic. Enter your own instance URL as the destination — syncs cases only, no Sync Rule editing.

Set up Script mode private connection in Salesforce with Exalate Classic. Generate invitation code via "I don't have URL" for private destination admin.

Change the Exalate proxy user in Salesforce to a different admin or API integration user. Covers assigning the Exalate Admin permission set and updating the proxy user in General Settings.