Salesforce Connections

Admin for Salesforce connections

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 c...
Thu, Mar 11, 2021 at 10:09 AM
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 ...
Fri, Apr 16, 2021 at 4:28 PM
Lexio Embedded in Salesforce
Did you know you can have the full Lexio experience embedded directly in Salesforce? Here are instructions for creating a Salesforce "tab" so you ...
Thu, Mar 26, 2020 at 1:23 PM