• Updating your Salesforce connection in Lexio

    *You must be an Admin to update a data connection*   You may need to update your Salesforce connection if or when your SF password or token expires. When you reset your password in Salesforce, it also resets your SF access token. When this happens, be sure to update the credentials in Lexio to en...

  • Connecting Your Salesforce Account to Lexio

    Steps for creating a Salesforce App in Lexio: *You must be an Admin to create a new data connection* Login to Lexio, go to the "Data" page and click the "+ Add New" button to create a new connection.    Click the Salesforce button:   Give the connection a name and click 'Create Connection'. Duri...

  • Adding Users To Your Organization

    Org Admin Workflow If you have Org Admin permissions in Lexio, you will now see the Admin tab when you open the left sidebar. When you click on "Admin" in the left sidebar, you will be sent to a page where you will see tiles for all of the Lexio users that belong to your organization.      Addin...