Product tour
Quick start
Go from install to your first live integration in four steps.
Before you start
- A Salesforce org where you can install packages.
- An account in the tool you want to connect, with permission to authorize apps.
Steps
- Install Edge Connect from the AppExchange. See the guide.
- Connect a tool by choosing it from the library and authorizing it. See the guide.
- Set up each step and pick the data it uses from earlier steps. See the guide.
- Turn it on with a trigger, then watch the first run. See the guide.
Tip. Start in a sandbox. When the flow works there, repeat it in production.