1. Obtain Salesforce Credentials

    To integrate IDX Broker with Salesforce, you will need the following information:

    • Salesforce Username: The username you use to log into Salesforce.
    • Salesforce Password: The password associated with your Salesforce account.
    • Salesforce Security Token: A security token generated in Salesforce. If you don’t have one, you can request it from your Salesforce account settings.
  2. Configure the Integration in the App

    Log in to your IDXAddons account

    Enter the following details in the configuration form in IDX Salesforce APP:

    • Salesforce Username: Enter your Salesforce username.
    • Salesforce Password: Input your password.
    • Salesforce Token: Add your security token.

    Once you have entered this information, save the changes.

  3. Verification and Testing

    Verification: Once configured, the app will start automatically sending leads generated in IDX Broker to your Salesforce account.

    To test the integration, follow these steps:

    • Send a Test Lead: Submit a lead through IDX Broker to ensure the connection is active.
    • Check Salesforce: Log into your Salesforce account and confirm that the lead appears correctly in your dashboard.
    • Verify Lead Details: Review the imported lead’s information to ensure it matches the data submitted in IDX Broker.