Articles
Set up a Connection in Basic Mode for Salesforce
Connect Salesforce to another instance in Basic Mode with Exalate Classic. Basic Mode only syncs cases and sync rules cannot be modified. Upgrade to Visual or Script Mode to customise sync behaviour.
Initiate a Connection in Script Mode for Salesforce
Initiate a Script Mode connection in Exalate Classic for Salesforce. Enter the destination URL, select Script Mode, fill in connection details, and copy the invitation code for the destination admin to accept.
Accept the Connection Invitation in Script Mode for Salesforce
Accept a Script Mode connection invitation in Exalate Classic for Salesforce. Go to the Connections tab, click Accept Invitation, paste the invitation code, and click Next to complete the setup.